创历史季度新高!二季度全球DRAM市场规模环比增长20%

金融界
Aug 20

据媒体报道,AI驱动以HBM3E和高容量DDR5为代表的高价值DRAM需求持续增长,以及二季度存储原厂EOL通知刺激传统DDR4/LPDDR4X价格与需求快速攀升的双重驱动下,2025年二季度全球DRAM市场规模环比增长20%至321.01亿美元,创历史季度新高。SK海力士继续刷新自己在DRAM市场的优势,在2025年二季度以38.2%的市场份额再度蝉联第一,并扩大了与三星的差距。

需求端迭代滞后于原厂产能收缩,利基DRAM行情景气度有望持续。甬兴证券表示,存储芯片受益于供应端推动涨价、库存逐渐回归正常、AI带动HBM、SRAM、DDR5需求上升,产业链有望探底回升。

责任编辑:栎树

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