存储大厂业绩新高背后:需求分化,竞争加剧

21世纪经济报道
Jul 24, 2025

21世纪经济报道记者骆轶琪 广州报道存储产业的分化态势正在加剧。近日,头部存储原厂SK海力士和美光相继发布财报显示,过去的一个财季内,公司业绩再创新高。这背后是受益于AI快速发展背景下,全球对HBM(高带宽内存)的需求高涨;但另一方面,多个消费类终端市场仅仅恢复到正常库存水位,导致NAND(闪存)市场整体并没有足够支撑力。HBM市场的快速演化,正在影响全球存储巨头的产业格局,有消息指出,除了传统...

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