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Samsung MX

6 atoms · 跨 3 天 · 首见 2026-04-25 · 最近 2026-06-25

三色: 🟦 fact 4 · 🟥 take 2 · stance ▲0/▼6/◆0

来源: X 6

时态: fresh:6

标签: 好观点:5 · 好信源:1 · 好数字:1

2026-06-25 · 利用Micron竞争压低价格，使DS事业部受损
MX가 자사 DS 사업부랑 마이크론이랑 경쟁시켜서 마이크론한테 디스카운트 엄청받고 DS 물먹인건 모두가 아는 사실.
tags: 好观点 · → daily

2026-04-25 · 预测年度亏损
Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages
tags: 好观点·好信源 · → daily
value: direction=首次 · date=2026年
2026-04-26 · Q2采购成本预期
expected to spend even more in Q2 to meet its volume requirements
tags: 好观点 · → daily
value: direction=up
2026-04-26 · 全年可能陷入亏损
TM Roh, head of Samsung MX, has briefed management that MX could swing to a loss this year
tags: 好观点 · → daily
value: direction=negative

2026-04-26 · Q1内存采购成本压力
Samsung MX, having already incurred massive costs in Q1 due to difficulty securing memory and a sharp rise in its procurement prices
tags: 好数字 · → daily
value: direction=up
2026-04-26 · LPDDR5X 性能与散热评估
Samsung MX concluded that the LPDDR5X built on Samsung's 1b node lagged behind the offerings from SK Hynix and Micron in both performance and thermals
tags: 好观点 · → daily
value: direction=below · comparison_to=SK Hynix and Micron