南亚科:消费电子需求复苏 DRAM市场可望上半年触底

爱集微
Feb 27, 2025

2月26日,中国台湾DRAM大厂南亚科总经理李培瑛表示,AI PC、AI手机及消费电子产品等三大应用市场逐步复苏,加上AI机器人、AI服务器、边缘AI计算等AI应用百花齐放助攻,正向看待DRAM市场可望在今年上半年触底。对于DRAM供需变化,李培瑛称,国际主要存储供应商加速生产HBM及高密度DDR5,服务器方面同步带动市场需求,云端厂商也大量投资AI服务器,对通用型服务器的采购亦增加,而手机方面的...

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