1月13日,中国台湾DRAM大厂南亚科在法说会上提到,DRAM市场可能在2025年上半年触底,由于区域经济受刺激方案可望改善,消费需求可望自2025年第二季度开始摆脱疲弱转好复苏。整体市况方面,南亚科认为,AI持续挹注云端数据中心服务器DRAM需求,边缘AI计算将逐步发展于终端应用(如:AI PC、AI手机、AI机器人等各种智能电子产品)。至于一般型PC、手机及消费电子产品需求改善幅度有限。供给...
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