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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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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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The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the two-day winning streak in which it had added more than a dozen points or 0.4 percent. The Straits Times Index now sits just above the 3,060-point plateau and it's likely to see a narrow trading range on Monday.

Should I buy bitcoin?

“To the extent it is used I fear it’s often for illicit finance. It’s an extremely inefficient way of conducting transactions, and the amount of energy that’s consumed in processing those transactions is staggering,” the former Fed chairwoman said. Yellen’s comments have been cited as a reason for bitcoin’s recent losses. However, Yellen’s assessment of bitcoin as a inefficient medium of exchange is an important point and one that has already been raised in the past by bitcoin bulls. Using a volatile asset in exchange for goods and services makes little sense if the asset can tumble 10% in a day, or surge 80% over the course of a two months as bitcoin has done in 2021, critics argue. To put a finer point on it, over the past 12 months bitcoin has registered 8 corrections, defined as a decline from a recent peak of at least 10% but not more than 20%, and two bear markets, which are defined as falls of 20% or more, according to Dow Jones Market Data.

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