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2026-09-16

2027 年内存分完了，部分模组厂只拿一半

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
9 月 15 日：上游把 2027 年内存配额通知到模组厂，部分只及去年的一半；Serenity 同时把存储和安全软件放进一张倍数表。本期只分账，不给结论。123456789

References

  1. 1
    Serenity：2027 年内存配额通知与内存环境

    x.com

  2. 2
    Serenity：存储与 CrowdStrike 的倍数对照

    x.com

  3. 3
    Serenity：Agility Digit 5 提问帖

    x.com

  4. 4
    Serenity：中国 AI 视频生成帖

    x.com

  5. 5
    Digitimes：Memory makers tighten supply as DRAM price rally extends into 2027

    apps.digitimes.com

  6. 6
    TrendForce：SK hynix Reportedly Removes Price Cap in Memory Long-Term Agreements

    trendforce.com

  7. 7
    Sandisk：Long-Term Financial Model at 2026 Investor Day

    investor.sandisk.com

  8. 8
    Micron：Idaho expansion

    micron.com

  9. 9
    Jim Cramer：被 Serenity 引用的原帖

    x.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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