????????é¢?ï¼?ä¸??????¢å?å¸?2050亿ç?????èµ?计å??????

????????°ç¤¾?¥é??ï¼?8??24?¥ï??©å?½ä??????¢å?å¸?ï¼?该å???¸æ???¥ä?å¹´å??å°????¶å??导ä??????©å?¶è?????µä¿¡ä¸??¡é?¨é?¨æ??èµ?2050亿ç???ï¼?240ä¸?亿é?©å??ï¼?ï¼?以å?强å?¶å?¨ç??å½±å????ï¼?并å?¨ä?ä¸?代ç?µä¿¡???ºå?¨äººç­??°äº§ä¸?ä¸????é¢????°ä???

????ä¸??????¢æ???©å?½æ??大ç??ä¼?ä¸???????¶æ?»è?¥ä?é¢??¸å?äº??©å?½å?½å????产æ?»å?¼ï?GDPï¼???äº???ä¹?ä¸???ä¸??????¢å?¨ä?份声??ä¸?¡¨ç¤ºï?该æ??èµ?计å??å°???å¸??©ä????¨å?³é???ä¸???强å?¶å?¨ç???°ä?ï¼????¶å?¨æ?°é???å¼?é¢????°â????ä¸??????¢è¡¥??称ï?该å???¸è?å°?寻æ?ä¼?ä¸??¶è´­???¨å??导ä??¹é???该å???¸è¡¨ç¤ºï?å°?寻æ???é«?å°?ç«??????以满足â???¿æ????æ±?ï¼???ä¸???????????????

???????¢é???å°??©å¤§?¨å??导ä?é¢???????èµ?ï¼?å°???èµ?14纳米以ä?DRAMï¼??¨æ?????ºå??¨å?????200å±?以ä?V-NAND???ç­?ï¼?å¼???ç³»ç?å­??¨å?¨å?ç«?·¥?ºï?ä»???3å¹´è?³å???èµ?50ä¸?亿é?©å???¨ç??½å»º?¶å????ï¼?并ä?å°?????ä¼?ä¸?并购??

?????¨æ?°ä?代é??ä¿¡é???ï¼?ä¸??????¢å??¨å??强软件è?½å???¹é?¢é??ä¸???èµ?ï¼??´å??äº??°é¡¹???????产å??ç»????©å?????I???ºå?¨äºº??è¶?级è?ç®??ºç????¥æ?°æ?????????大ç??????åºþ

????æ­¤å?ï¼?ä¸??????¢è?å°??©å¤§???©å?¶è???ä¸???该é???¢è¡¨ç¤ºï??¨ç????è¿??¥ç??ä¸?家工?????ºç?ä¸?ï¼?å°??°å»ºä¸¤å??¶é????ï¼?以è?????????产é?????

????ä¸??????¢è¡¨ç¤ºï??½å????èµ?é¢?计å??¨å·²ç»?计å????3ä¸?ä¸?·¥ä½?å²?ä½?ä¸???????1ä¸?ä¸?·¥ä½?å²?ä½?ï¼?并å???½å?¨ç?¸å?³è?ä¸??¸å?å¤?è¾?6ä¸????°å??å·¥ã???¼å?注æ???????ä¸????µå??°ç??ä¸?å¹´æ??èµ???é¢?è¾?ä¸?ä¸?ä¸??年大å¹???????ä»?2018å¹´å??020å¹´ï?该å???¸å?¨è??????ºå??????ä¸????¥ä?çº?80ä¸?亿é?©å????

??????究æ?ºæ?????°æ???¾ç¤ºï¼???RAM?????ä»·æ?¼ä?涨ç???¨å?¨ä?ï¼?ä¸????µå???导ä?产å??????????¨ä?å¹´ä?季度è¶?è¿?200亿ç???ï¼??¶é??è¿?3å¹´å??次æ??为å?¨ç????大ç????导ä????????°æ???¾ç¤ºï¼??¨ä?å¹´ä?季度ï¼?ä¸????µå???导ä?产å?????????ä¸?02.97亿ç???ï¼?è¾?ä¸?季度??170.72亿ç???å¢???32.25亿ç???ï¼???æ¯?å¢???8.9%??

??????究æ?ºæ??Trendforce???¸æ??ä¾????°æ???¾ç¤ºï¼?DRAMä»·æ?¼ç?äº?季度???ä¸?æ¶?7%??è¿?ç§?å­??¨å?¨å¹¿æ³?åº??¨ä????¡å?¨ã???ºè?½æ???ºå???¶ä?计ç??ºè?å¤???NAND???????ä»·æ?¼ä?æ¶?.6%??è¿?ç§??????¨æ?°æ????¨å??ºé??æ±??ºç????ï¼?è®°è?? ç§þ@¤©å¼? 综å???¥é??ï¼?