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美光CAPEX規模及營收占比（億美元）-行業數據

美光CAPEX規模及營收占比（億美元）
美光CAPEX規模及營收占比（億美元）
商針對NAND等中低端產能減產10%~15%，西部數據甚至通知客戶減少15%供貨量。從原廠減產到影響終端市場供給需要2個季度左右，預計供需格局有望在25Q2后得到改善。
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美光CAPEX規模及營收占比（億美元）_第1頁
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美光CAPEX規模及營收占比（億美元）_第2頁
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美光CAPEX規模及營收占比（億美元）_第3頁
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美光CAPEX規模及營收占比（億美元）_第4頁
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美光CAPEX規模及營收占比（億美元）_第5頁
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美光CAPEX規模及營收占比（億美元）_第6頁
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美光CAPEX規模及營收占比（億美元）_第7頁
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美光CAPEX規模及營收占比（億美元）_第8頁
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美光CAPEX規模及營收占比（億美元）_第9頁
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美光CAPEX規模及營收占比（億美元）_第10頁
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美光CAPEX規模及營收占比（億美元）_第11頁
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美光CAPEX規模及營收占比（億美元）_第12頁
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美光CAPEX規模及營收占比（億美元）_第13頁
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美光CAPEX規模及營收占比（億美元）_第14頁
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美光CAPEX規模及營收占比（億美元）_第15頁
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美光CAPEX規模及營收占比（億美元）_第16頁
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美光CAPEX規模及營收占比（億美元）_第17頁
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美光CAPEX規模及營收占比（億美元）_第18頁
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美光CAPEX規模及營收占比（億美元）_第19頁
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美光CAPEX規模及營收占比（億美元）_第20頁
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所屬報告： 存儲行業專題研究報告：“供給出清+國產替代加速”國內存儲廠商迎來歷史性機遇-250521（47頁）.pdf
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