盛邁亞太 盛邁亞太

存儲芯片行情

深入分析DRAM和NAND Flash市場供需變化，追蹤三星、SK海力士等廠商報價，掌握存儲芯片行情。

16 篇文章
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16 篇
为什么投芯片 2026-08-13 108

AI芯片投资新蓝海：2026下半年为何成为资本追逐的焦点

深入分析AI芯片市场的投资价值与未来趋势，探讨资本为何在2026下半年纷纷涌入这一领域，以及投资者应如何把握这一轮科技革命中的投资机遇。

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半导体行情 2026-08-11 131

AI芯片投资热潮：2026下半年资本涌动的三大风向标

随着人工智能技术的迅猛发展，AI芯片市场正迎来前所未有的投资热潮。本文深入分析2026下半年AI芯片投资的三大趋势，探讨市场格局变化、技术突破方向以及投资机遇与风险，为投资者提供专业视角。

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为什么投芯片 2026-08-09 125

AI芯片投资新格局：2026下半年三大趋势重塑投资逻辑

深入分析2026下半年AI芯片投资市场三大核心趋势，探讨英伟达、AMD等巨头战略布局，揭示芯片股投资新逻辑与风险应对策略。

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芯片风向标 2026-08-07 108

HBM缺貨風暴來襲！英偉達擬砍Rubin Ultra顯存規格，AI芯片供應鏈拉響警報

英偉達為應對高帶寬內存芯片持續短缺，傳出擬下調下一代旗艦GPU Rubin Ultra的顯存配置，從原訂HBM4e 12hi改為並行評估8hi等低規方案。集邦諮詢指出2027年DRAM供不應求格局難解，HBM漲價已成產業共識，AI芯片廠商正面臨供給量緊縮與成本攀升的雙重壓力，供應鏈格局與投資邏輯同步生變。

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芯片风向标 2026-08-02 124

存儲芯片漲價潮席捲全球：AI引爆需求，半導體景氣新週期啟動

2026年8月，全球存儲芯片市場迎來新一輪漲價週期。AI服務器、電動車及終端需求爆發，DRAM與NAND Flash價格連續數季上漲，供需失衡加劇。本文深入剖析此輪漲價背後的驅動力，探討半導體景氣循環的轉折點，並為投資者提供前瞻性分析與佈局參考。

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半导体行情 2026-07-30 158

存儲芯片行情火熱：DRAM/NAND合約價連漲三季，行業景氣反轉確立

2026年第三季存儲芯片合約價漲幅超預期，DRAM季增8%，NAND季增10%，行業供需結構改善，庫存回歸正常。分析師看好下半年需求旺季，存儲芯片景氣循環正式進入上升期，相關個股表現強勁。

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半導體投資邏輯 0 半導體行業龍頭 0 芯片設計自主可控 0 半導體設備國產化 0 第三代半導體 0 半導體材料 0 半導體國產替代 0 半導體併購案 0 芯片缺貨潮 0 半導體供應鏈 0 半導體設備商機 0 車用半導體需求分析 0 AI芯片投資熱點 0 存儲芯片價格走勢 0 IC設計產業趨勢 0
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  169. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/Model.php ( 23.55 KB )
  170. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/Attribute.php ( 21.05 KB )
  171. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/AutoWriteData.php ( 4.20 KB )
  172. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/Conversion.php ( 6.75 KB )
  173. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/DbConnect.php ( 5.16 KB )
  174. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/ModelEvent.php ( 2.33 KB )
  175. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/RelationShip.php ( 28.30 KB )
  176. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/contract/Arrayable.php ( 0.09 KB )
  177. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/contract/Jsonable.php ( 0.13 KB )
  178. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/contract/Modelable.php ( 0.09 KB )
  179. /www/wwwroot/cjgpcs.cn/app/middleware.php ( 0.45 KB )
  180. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Pipeline.php ( 2.61 KB )
  181. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/TraceDebug.php ( 3.40 KB )
  182. /www/wwwroot/cjgpcs.cn/app/middleware/SecurityHeaders.php ( 0.64 KB )
  183. /www/wwwroot/cjgpcs.cn/app/middleware/LangPrefix.php ( 7.05 KB )
  184. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Cookie.php ( 1.48 KB )
  185. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Cookie.php ( 6.06 KB )
  186. /www/wwwroot/cjgpcs.cn/app/middleware/LangSwitch.php ( 4.02 KB )
  187. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/SessionInit.php ( 1.94 KB )
  188. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Session.php ( 1.80 KB )
  189. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/driver/File.php ( 6.27 KB )
  190. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/contract/SessionHandlerInterface.php ( 0.87 KB )
  191. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/Store.php ( 7.12 KB )
  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
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  1. CONNECT:[ UseTime:0.001128s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.005117s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001276s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.008827s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002589s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.005924s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.002838s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.009822s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003272s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.014359s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.006796s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.007704s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'memory-chip' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.001628s ]
  14. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.011832s ]
  15. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('482', tags) ) [ RunTime:0.009551s ]
  16. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('482', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 10,10 [ RunTime:0.011378s ]
  17. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003105s ]
  18. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003652s ]
  19. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.004249s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.007006s ]
  21. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790494330 ) AND ( `end_time` = 0 OR `end_time` >= 1790494330 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001714s ]
  22. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.005209s ]
  23. SELECT * FROM `g3ys_total` WHERE `target_id` = '6604' LIMIT 1 [ RunTime:0.001235s ]
  24. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000978s ]
  25. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000856s ]
  26. SELECT * FROM `g3ys_total` WHERE `target_id` = '6492' LIMIT 1 [ RunTime:0.000784s ]
  27. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000953s ]
  28. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000869s ]
  29. SELECT * FROM `g3ys_total` WHERE `target_id` = '6371' LIMIT 1 [ RunTime:0.000771s ]
  30. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001093s ]
  31. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000891s ]
  32. SELECT * FROM `g3ys_total` WHERE `target_id` = '6260' LIMIT 1 [ RunTime:0.000729s ]
  33. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001045s ]
  34. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000899s ]
  35. SELECT * FROM `g3ys_total` WHERE `target_id` = '6092' LIMIT 1 [ RunTime:0.000831s ]
  36. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000911s ]
  37. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001017s ]
  38. SELECT * FROM `g3ys_total` WHERE `target_id` = '5951' LIMIT 1 [ RunTime:0.000929s ]
  39. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001011s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001225s ]
  41. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000991s ]
  42. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790494330 ) AND ( `end_time` = 0 OR `end_time` >= 1790494330 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001230s ]
  43. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.003430s ]
  44. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001139s ]
  45. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000735s ]
  46. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000756s ]
0.852711s