涨价????ï¼?ä¸????µå??³å?è¿??¥ç½¢å·¥ï???å°?å¨???ä¾?åº???/p>

ä¸????µå?å·¥ä?5??29?¥å?å¸?ï¼?å°?ä»?6??7?¥å?å§?????罢工è¡????å¦???NSEUå¦???举è?罢工ï¼??£ä?è¿?å°???å¿???ä¸????µå???969å¹´æ??ç«?以æ?¥ç??é¦?次工人罢工ã??

ä¸????µå??????ä¸???大ç??å­??¨è??????产å??ï¼?æ­¤æ?罢工ï¼?å°?å¨????°å?¨ç???³é??????导ä?ä¾?åº??¾ï???å°??ºæ?å­??¨è????涨价??

??????产æ???ä¸??为ç?¹æ???è¡?ä¸?ï¼??³ä½¿????å·¥å??????å·?ç§?ï¼?å½±å???½é??常ä?大ã????为工??设å?ä¸??þ@??å·¥ï???次é??????产线å°???费大???¶é?´ï?æ­¥é?å°?ä¼????????¿ã???¥ç½¢å·¥è?????ç»???è¡?ï¼?è¿?å°???????µå??²ä?é¦?次罢工ã??

ä¸????µå??????ä¸???大ç???ºè?½æ???ºå?¶é????ä¹?ä¸?ï¼?ä¹????¨ç???????产ç?¨ä?????人工?ºè?½ç??é«?ç«???¨è????HBM?????¸ä?ä¸????¨å??¨è????é¢???ï¼?ä¸????´ä?ä¸?çºþ@????????å¸??ºä»½é¢????·ä??¥ç??ï¼?ä¸?????RAMå¸??ºç??份é??¥é?äº?4??ï¼????大约??1/3ï¼?é«?å¸þ@?å­??¨å???HBMï¼?é¢?????份é???å±?å±?SKæµ·å??å£????ï¼?ä»?8%????ç¬????

ä¸????µå?ä¸??þ>½¢å·¥å??产ç??è¯?ï¼?å°??´æ?¥å½±??å­??¨è????ï¼??¹å??????è¿?å­??¨è??????ä¾?åº??¾ã??

??大è???/span>????ï¼?ä»?å­??¨è?ä¸??ºæ???¢æ?¥ç??ï¼?????æ­£å?äº?å¤????¶æ???2024å¹´ä?季度ï¼??¨ç????导ä??????1377亿ç???ï¼???æ¯?å¢???5%ï¼??¶ä¸­ï¼?å­??¨è??????æ¯?å¢???6%ï¼????å¢???4%ï¼????©æ¶¦???????å®??°æ???为ç??ï¼?主è?????äº?AIå¸þ@?¨å??¨é??æ±???

ä»·æ?¼æ?¹é???大å???å­??¨è??????ä»·æ?¼æ???¹å?ºç?°å?¨å?»å¹´??季度??ä»?年以?¥ï?å­??¨è????ä»·æ?¼ç»§ç»??æ¶??5??7??rendForceä¸?ä¿?RAM??çºþ?»·?³ç???????13%~18%(????å¼?3%~8%)ï¼?DRAM??çºþ?»·???????15%~20%(????å¼?13%~18%)??

å±?????å¸?ï¼?ä¾?åº?ç«??¨å?¨æ¶¨ä»·ã??åº?å­???æ¸???å½?正常ï¼?å­??¨è?????¨æ??ç­?åº???å¼¹ï?AIå¸þ@??BM??SRAM??DDR5??æ±?ä¸???ï¼??¶ä¸­ï¼?HBM??I?¶ä»£??å¿?????ï¼???æ±?å¢??¿è???ï¼?2023å¹´å?¨ç??HBM产å?¼çº¦43.6亿ç???ï¼?2024å¹´æ????ç¿???è¾¾å??69亿ç?????

?½è?????¡å??ºï??³æ³¨????äº???è¿?ç®???????å¿?????å±???HBM产ä??¾ï?以å??????äº?å­??¨å?¨æ¶¨ä»·ç??模ç????©å?ºå??¨è???????¸ã??

?¹æ????ºå???èµ????¾ç¤ºï¼??¸å?³æ?念è?¡å?????é¦???????????æµ·è?ç§????????°æ????ä½°ç»´å­???/span>ç­???

责任���????
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®
??????App
??????å¾???
???????????/>     </div>     <!-- ???°é¡¶? -->     <script src=