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A股異動丨揚傑科技漲停 存儲芯片新一輪漲價週期開啟
格隆匯 02-12 13:19
格隆匯2月12日丨揚傑科技(300373.SZ)漲停,報28.92元,總市值136.54億元。

存儲芯片新一輪漲價週期開啟。受此前半導體下行週期的影響,存儲芯片營收自2018Q3持續下滑,但進入2019Q3情況開始好轉,DRAM與NAND 2019Q3總產值均提升,存儲價格也有觸底回升的趨勢。在歷史維度上對存儲價格進行縱向分析,剖析存儲每次漲價的邏輯,藉以分析本次存儲的價格變化趨勢。漲價的原因可以歸結為四個字:供需失配。論到存儲的本質,需求端理論上是無限增長的,下游產品的迭代會形成需求動能,供給端則會因為廠商的產能調整而出現偏差,在需求和供給增長速度不完全匹配的情況下,就會觸發存儲價格的變化。
揚傑科技是國內少數集分立器件芯片設計製造、器件封裝測試、終端銷售與服務等縱向產業鏈為一體、產品線涵蓋分立器件芯片、功率二極管、整流橋等全系列、多規格半導體分立器件產品的規模企業。
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