EPISODE · Mar 28, 2026 · 5 MIN
半导体设备接过存储“泼天富贵”？AI叠加工艺升级红利 行业订单能见度提升
from 科技热点新闻
1.SK海力士签署了815.6亿韩元合同，合作对象为韩国唯一刻蚀设备供应商VM公司；2.Lam Research表示，自从3D NAND技术推出后，公司营收翻了一番；3.在SEMICON China 2026期间，韩美半导体、北方华创、中微公司纷纷发布新产品。
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半导体设备接过存储“泼天富贵”？AI叠加工艺升级红利 行业订单能见度提升
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