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群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张

群联预计NAND Flash控制芯片第一季度为全年低点，随着NAND原厂涨价和DeepSeek推动AI边缘装置发展，NAND供需下半年可能紧张，全年业绩有望超过去年。

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群联：DeepSeek带动AI边缘装置效应显现，NAND供需有望在下半年趋于紧张 36Kr
群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张格隆汇/财联社

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Create: 2025-03-11
Last Update: 2025-05-02 19:32:29

群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张

群联预计NAND Flash控制芯片第一季度为全年低点，随着NAND原厂涨价和DeepSeek推动AI边缘装置发展，NAND供需下半年可能紧张，全年业绩有望超过去年。

媒体报道
群联：DeepSeek带动AI边缘装置效应显现，NAND供需有望在下半年趋于紧张 36Kr
群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张格隆汇/财联社

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Date: 2025-05-02| Readhub

The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.

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