... 記憶體供不應求，尤其DRAM是嚴重短缺，掌握技術的美國、日本及南韓企業短期要大幅擴產亦不容易，想偷師國產化的中 ...全文
... nt of the DRAM chip market and supplies nearly half of the NAND chip demand worldwide. After that, I had a meeting with a semiconductor analyst at J.P Morgan, with whom I shared my view of a "super cy ...More
EJ Insight2017-09-27
... s memory (DRAM) chips and NAND flash memory chips used for processors in servers, PCs, and mobile devices, delivering a super cycle for the semiconductor industry. Demand for server DRAM chips is grow ...More
EJ Insight2017-09-06
... rage, and DRAM, which a computer processor needs in order to function. Over the past year NAND prices rose 50 percent while those of DRAM surged 115 percent on the spot market, the report said, citing ...More
EJ Insight2017-07-31
... prices of DRAM and NAND chips have kept rising this year. So the answer to the question seems to be yes. But on a closer look at the dynamics of the industry over a longer horizon, the answer is actua ...More
EJ Insight2017-07-19
... 動態隨機存取記憶體（DRAM）晶片的供應有一半來自三星。野村估計，隨着非手機記憶晶片需求增加，例如用於處理器的 ...全文
今日信報理財投資THE LEX COLUMN2017年07月10日
... 司在動態存取記憶體（DRAM）佔了95%的市場份額，連同美國的另一競爭公司形成一個寡頭壟斷的市場，議價能力甚強 ...全文
今日信報理財投資湯森路透理柏基金香港年獎20172017年06月02日
... displays, DRAM and NAND chips. Apple is said to be designing its own underlying technology for Graphics Processing Unit (GPU), and potentially pull off a takeover of Disney or Netflix. However, I stil ...More
EJ Insight2017-05-23
