AI应用带动需求慧荣：存储器恐缺货一整年

爱集微

2025/11/02

人工智能（AI）应用带动存储器需求，外界关注缺货潮将持续多久。这股热潮不仅让研究机构预期DDR5合约价看涨，获利有望于2026年超越新一代高频宽存储器HBM3e，存储器控制芯片厂商慧荣科技总经理苟嘉章昨（1）日更预期，AI带动下，可能缺货一整年。苟嘉章指出，此次存储器缺货潮并不是供应商减产带动，是结构性缺货。市场绝对会有重复下单情况，实际情况难以掌握，只希望产业能够平衡发展。苟嘉章预估，DRAM在...

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AI应用带动需求 慧荣：存储器恐缺货一整年

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AI应用带动需求慧荣：存储器恐缺货一整年