每經(jīng)AI快訊,5月1日,兆易創(chuàng)新在最新披露的投資者關(guān)系活動(dòng)記錄表中透露,從大趨勢(shì)看,很多更大容量的系統(tǒng)方案在向2D NAND轉(zhuǎn)移,需求在強(qiáng)勁增長(zhǎng),2D NAND供應(yīng)缺口非常大,供需失衡的態(tài)勢(shì)還在加劇。中長(zhǎng)期來(lái)看,供應(yīng)還是非常緊張,價(jià)格可能還會(huì)持續(xù)上行。
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