Chipmakers are not from the same block. Taiwan Semiconductor Manufacturing Company is planning record investment to help meet demand for its contract services. That is very different from the likes of SK Hynix and the memory chipmakers still hoping the death of one of their number will lead to a sustained rise in prices.
芯片制造商处境各不相同。台积电(TSMC)正计划进行空前规模的投资,以满足其合同供应需求。SK海力士(SK Hynix)和一些存储芯片制造商们的情况则截然不同——这些制造商们仍在希望,一家同行的破产,能够让存储芯片价格持续上涨。
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