慧荣：AI推理需求爆发，预估明年DRAM与NAND Flash将继续短缺

格隆汇

2025/11/03

格隆汇11月3日｜台湾存储器控制芯片大厂慧荣总经理苟嘉章指出，AI推理需求爆发，带动全球存储器市场进入结构性缺货阶段，预估2026年DRAM与NAND Flash都将呈现全年性短缺。微软、谷歌、亚马逊与Meta等云端服务供应商(CSP)纷纷投入AI推理领域，带动高频宽存储器(HBM)需求急速成长，且由于供应商将产能转向HBM制造，使传统DDR4产能被排挤，市场供不应求。他预估，DRAM市场在...

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Flash都将呈现全年性短缺。微软、谷歌、亚马逊与Meta等云端服务供应商(CSP)纷纷投入AI推理领域，带动高频宽存储器(HBM)需求急速成长，且由于供应商将产能转向HBM制造，使传统DDR4产能被排挤，市场供不应求。他预估，DRAM市场在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103100513a483e133&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103100513a483e133&s=b","article_id":"2580792256","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103100513a483e133&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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Flash都将呈现全年性短缺。微软、谷歌、亚马逊与Meta等云端服务供应商(CSP)纷纷投入AI推理领域，带动高频宽存储器(HBM)需求急速成长，且由于供应商将产能转向HBM制造，使传统DDR4产能被排挤，市场供不应求。他预估，DRAM市场在2026年将缺货一整年，不过随着三星、SK 海力士与美光新厂陆续投产，2027年有望出现缓解迹象。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}