{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u83ef\u723e\u8857\u65e5\u5831\uff08\u514d\u8cbb\u8a66\u95b1\uff09","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/wsj","title":"\u7f8e\u570b\u52a0\u78bc\u6676\u7247\u51fa\u53e3\u9650\u5236\uff0c\u4e2d\u570b\u65b0\u8208\u88fd\u9020\u5546\u6050\u9047\u632b - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/700341\">\u7f8e\u570b\u52a0\u78bc\u6676\u7247\u51fa\u53e3\u9650\u5236\uff0c\u4e2d\u570b\u65b0\u8208\u88fd\u9020\u5546\u6050\u9047\u632b<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var 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\u5728\u7f8e\u570b\u9032\u4e00\u6b65\u9650\u5236\u5411\u4e2d\u570b\u51fa\u53e3\u7f8e\u570b\u6280\u8853\u7684\u80cc\u666f\u4e0b\uff0c\u4e2d\u570b\u4e00\u76f4\u5728\u52a0\u901f\u63a8\u52d5\u534a\u5c0e\u9ad4\u7b49\u884c\u696d\u7684\u81ea\u7d66\u81ea\u8db3\u3002\u6676\u7247\u884c\u696d\u7d44\u7e54\u570b\u969b\u534a\u5c0e\u9ad4\u7522\u696d\u5354\u6703(SEMI)\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u8868\u793a\uff0c\u5728\u5efa\u8a2d\u65b0\u6676\u7247\u5de5\u5ee0\u65b9\u9762\uff0c\u5f9e\u5168\u7403\u7bc4\u570d\u4f86\u770b\u4e2d\u570b\u7684\u614b\u5ea6\u4e00\u76f4\u662f\u6700\u7a4d\u6975\u7684\uff0c\u4e2d\u570b\u8a08\u5283\u5728\u622a\u81f32024\u5e74\u7684\u56db\u5e74\u6642\u9593\u5167\u5efa\u8a2d31\u5bb6\u5927\u578b\u534a\u5c0e\u9ad4\u6676\u5713\u5ee0\u3002 \u5c08\u5bb6\u5011\u8868\u793a\uff0c\u53ef\u80fd\u6210\u70ba\u7f8e\u65b9\u91dd\u5c0d\u76ee\u6a19\u7684\u4e2d\u570b\u516c\u53f8\u5305\u62ec\u9577\u6c5f\u5b58\u5132\u79d1\u6280\u6709\u9650\u8cac\u4efb\u516c\u53f8(Yangtze Memory Technologies Co.)\u3002\u9019\u5bb6\u570b\u4f01\u751f\u7522\u9583\u5b58\u6676\u7247\uff0c\u5c31\u6574\u9ad4\u898f\u6a21\u800c\u8a00\u662f\u4e2d\u570b\u6700\u5927\u7684\u5b58\u5132\u6676\u7247\u88fd\u9020\u5546\u3002\u5728\u4e2d\u570b\u529b\u722d\u6210\u70ba\u534a\u5c0e\u9ad4\u884c\u696d\u5168\u7403\u7af6\u722d\u8005\u7684\u904e\u7a0b\u4e2d\uff0c\u9577\u6c5f\u5b58\u5132\u626e\u6f14\u8457\u95dc\u9375\u89d2\u8272\uff0c\u8a72\u516c\u53f8\u7684\u4e3b\u8981\u80a1\u6771\u662f\u5176\u7e3d\u90e8\u6240\u5728\u5730\u6e56\u5317\u7701\u7684\u5730\u65b9\u653f\u5e9c\u3002 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MU)\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u5df2\u958b\u59cb\u51fa\u8ca8\u4ee3\u8868\u9019\u4e00\u6700\u5148\u9032\u6280\u8853\u7684\u9583\u5b58\u6676\u7247\u3002\u6295\u884cJefferies\u7684\u5206\u6790\u5e2b\u8868\u793a\uff0c\u7f8e\u570b\u65b0\u7684\u9650\u5236\u53ef\u80fd\u6703\u4f7f\u9577\u6c5f\u5b58\u51322023\u5e74\u7684\u64f4\u5f35\u8a08\u5283\u9762\u81e8\u98a8\u96aa\u3002 \u7f8e\u570b\u6676\u7247\u88fd\u9020\u8a2d\u5099\u4f9b\u61c9\u5de8\u982d\u6cdb\u6797\u96c6\u5718(Lam Research Co., LRCX)\u5728\u5e74\u5831\u4e2d\u628a\u9577\u6c5f\u5b58\u5132\u5217\u70ba\u8207\u82f1\u7279\u723e\u516c\u53f8(Intel Corp., INTC)\u548c\u4e09\u661f\u96fb\u5b50(Samsung Electronics Co., 005930.SE)\u4e26\u5217\u7684\u6700\u5927\u5ba2\u6236\u3002 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\u9577\u6c5f\u5b58\u5132\u4e00\u76f4\u5728\u63d0\u9ad8\u7522\u80fd\u3002\u5206\u6790\u4eba\u58eb\u7a31\uff0c\u7576\u9019\u5bb6\u6676\u7247\u88fd\u9020\u5546\u9032\u4e00\u6b65\u52a0\u5feb\u751f\u7522\u4e26\u9032\u5165\u5168\u7403\u5e02\u5834\u6642\uff0c\u53ef\u80fd\u6703\u52a0\u5287\u5e02\u5834\u4e0a\u672c\u5df2\u5de8\u5927\u7684\u5b9a\u50f9\u58d3\u529b\uff0c\u5c0d\u4e09\u661f\u96fb\u5b50\u548c\u6d77\u529b\u58eb\u534a\u5c0e\u9ad4(SK Hynix Inc., 000660.SE)\u7b49\u73fe\u6709\u5ee0\u5546\u69cb\u6210\u6311\u6230\u3002 \u9577\u6c5f\u5b58\u5132\u6c92\u6709\u56de\u61c9\u8a18\u8005\u7684\u7f6e\u8a55\u8acb\u6c42\u3002 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Inc.)\uff0cDRAM\u6676\u7247\u88ab\u5ee3\u6cdb\u7528\u65bc\u96fb\u5b50\u7522\u54c1\u3002\u5206\u6790\u4eba\u58eb\u7a31\uff0c\u7f8e\u570b\u5546\u52d9\u90e8\u5c0d\u7528\u65bc\u88fd\u902018\u7d0d\u7c73\u6216\u4ee5\u4e0b\u7684DRAM\u6676\u7247\u7684\u88fd\u9020\u8a2d\u5099\u5be6\u65bd\u51fa\u53e3\u9650\u5236\uff0c\u56e0\u6b64\u8a72\u516c\u53f8\u7684\u696d\u52d9\u53ef\u80fd\u6703\u53d7\u5230\u5f71\u97ff\u3002\u9577\u946b\u5b58\u5132\u6280\u8853\u6c92\u6709\u56de\u61c9\u8a18\u8005\u7684\u7f6e\u8a55\u8acb\u6c42\u3002 \u5176\u4ed6\u9650\u5236\u63aa\u65bd\u5305\u62ec\u8981\u6c42\u7f8e\u570b\u6676\u7247\u88fd\u9020\u5546\u5728\u51fa\u53e3\u7528\u65bc\u4eba\u5de5\u667a\u80fd\u8a08\u7b97\u548c\u8d85\u7d1a\u8a08\u7b97\u7684\u6676\u7247\u6642\u5fc5\u9808\u7372\u5f97\u8a31\u53ef\u8b49\u3002\u7f8e\u570b\u5546\u52d9\u90e8\u9084\u64f4\u5927\u4e86\u4e00\u9805\u7528\u65bc\u9650\u5236\u4e2d\u570b\u79d1\u6280\u5de8\u982d\u83ef\u70ba\u6280\u8853\u6709\u9650\u516c\u53f8(Huawei Technologies 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