异动解读 | 长江存储对美光发起专利诉讼半导体行业动荡加剧SOXS大跌6.68%

异动解读07-22

三倍做空半导体ETF-Direxion Daily(SOXS)今日盘中大跌6.68%,引发市场关注。分析人士认为,这可能与半导体行业近期的动荡局势有关。

据报道,中国存储芯片厂商长江存储近期在美国对美光公司提起了多起专利诉讼,指控美光侵犯了其多项与3D NAND闪存相关的专利。长江存储要求法院下令,要求美光停止在美国销售其闪存产品,并向其支付专利使用费。

这一举动可能会对美光的业务造成一定冲击,进而影响整个半导体行业的格局。与此同时,长江存储也在努力利用国内技术和原有设备继续发展其3D NAND存储器,并与美国Patriot Memory等公司展开合作,这进一步凸显了其在3D NAND闪存市场上的重要地位。半导体行业的竞争格局正在发生变化,给投资者带来了一定的不确定性。

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异动解读 | 长江存储对美光发起专利诉讼 半导体行业动荡加剧SOXS大跌6.68%

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异动解读 | 长江存储对美光发起专利诉讼半导体行业动荡加剧SOXS大跌6.68%