江波龙公告:半导体存储市场自2025年3月底逐步回暖,企业级存储业务增长显著

爱集微2025-07-19

江波龙:半导体存储市场自3月底逐步回暖,企业级存储业务增长超200%7月18日,江波龙发布公告,回应市场关注问题,并表示半导体存储市场自2025年3月底开始逐步回暖。江波龙在公告中透露,随着各大存储晶圆原厂陆续宣布新一轮的减产或控产计划,2025年第一季度后半期存储产品的市场价格及各方心理预期均出现一定程度的上扬。同时,持续三个季度的下游客户消化库存进程也基本结束,下游需求出现实质性增长。根据闪存...

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