（以下内容从开源证券《电子行业点评报告：全球AI资本开支持续加码，存储步入全面涨价行情》研报附件原文摘录）原厂减产推动有效存储市场库存去化，存储上行期确定性持续提升2025年以来各大存储厂商均发布减产计划，美光预计减产10%，三星预计减产15%，海力士预计上半年减产10%，铠侠自2024年12月开始减产，在原厂减产大背景下，存储市场库存去化明显，根据CFM闪存市场数据，2025年上半年，全球...
Source Link（以下内容从开源证券《电子行业点评报告：全球AI资本开支持续加码，存储步入全面涨价行情》研报附件原文摘录）原厂减产推动有效存储市场库存去化，存储上行期确定性持续提升2025年以来各大存储厂商均发布减产计划，美光预计减产10%，三星预计减产15%，海力士预计上半年减产10%，铠侠自2024年12月开始减产，在原厂减产大背景下，存储市场库存去化明显，根据CFM闪存市场数据，2025年上半年，全球...
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