Ep 11｜存储芯片涨得越猛，过剩来得越快——一个周期性行业的宿命

from 非共识的20分钟 · host Jason的投资思考

英特尔、奇梦达、尔必达——三家全球前五的存储芯片巨头，技术一流，全部倒在了同一件事上。现在三星、SK海力士、美光在同时建新厂。18到24个月以后会发生什么？ ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Feb 26, 2026

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Ep 11｜存储芯片涨得越猛，过剩来得越快——一个周期性行业的宿命

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