摩根大通于近日发布内存市场研究报告称HBM市场供需紧张将持续至2027年该市场在供需紧张、技术迭代与AI需求共振下持续扩

智通财经
Jul 07, 2025
摩根大通于近日发布内存市场研究报告称HBM市场供需紧张将持续至2027年该市场在供需紧张、技术迭代与AI需求共振下持续扩容SK海力士与美光凭借技术和产能优势领跑主权AI浪潮则为行业增长注入新动能。尽管短期存在认证延迟、产能爬坡等扰动长期看HBM仍是DRAM行业增长的核心引擎。

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