电子行业周报：政策托底，库存缓解，关注顺周期方向

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◆ 20205GAI ◆ 1 2 35G ◆

7 721 724 731

ifind TrendForce23Q3 DRAM0~5%NAND Flash3~8%23Q4NAND Flash WaferSK5NANDSKNAND5%-10% TrendForce TrendForce 23Q2 23Q2+15.9%/+27.5%+34.1%/+117.7%WitsView20237 WitsViewTrendForce2023.7.20 4.0AI+84Harmony OS AIAI+MTKMTKSoCAIMetaLlama2AIAI
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