研报 | 535.8亿美元，涨价效应带动2025年第四季度DRAM产业营收季成长达29.4%

全球半导体观察

02/26

根据TrendForce集邦咨询最新调查显示，由于AI应用由LLM模型训练延伸至推理，推动CSPs业者的数据中心建置重心由AI Server延伸至General Server，进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM，积极释出追加订单，带动Conventional DRAM的合约价大幅上涨，2025年第四季DRAM产业营收为535.8亿美元，...

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14:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2614092663","market":"us","top_or_hot":-1,"title":"研报 | 535.8亿美元，涨价效应带动2025年第四季度DRAM产业营收季成长达29.4%","media":"全球半导体观察","content":"<div>\n<p>根据TrendForce集邦咨询最新调查显示，由于AI应用由LLM模型训练延伸至推理，推动CSPs业者的数据中心建置重心由AI Server延伸至General Server，进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM，积极释出追加订单，带动Conventional DRAM的合约价大幅上涨，2025年第四季DRAM产业营收为535.8亿美元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226150005a4ca5268&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研报 | 535.8亿美元，涨价效应带动2025年第四季度DRAM产业营收季成长达29.4%</title>\n<style 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DRAM的合约价大幅上涨，2025年第四季DRAM产业营收为535.8亿美元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226150005a4ca5268&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":"IE0009356076.USD","symbol_name":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226150005a4ca5268&s=b","article_id":"2614092663","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226150005a4ca5268&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, .recom-box, 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