2025年9月24日,美光科技CEO Sanjay Mehrotra在财报电话会上表示,全球HBM芯片供不应求,供需失衡将加剧。由于DRAM库存低于目标、NAND库存持续下降,叠加AI需求激增,2025年HBM产能已基本锁定,需求显著增长。预计2026年HBM出货量增速将超过整体DRAM市场,成为存储板块的核心增长动力。
Source Link2025年9月24日,美光科技CEO Sanjay Mehrotra在财报电话会上表示,全球HBM芯片供不应求,供需失衡将加剧。由于DRAM库存低于目标、NAND库存持续下降,叠加AI需求激增,2025年HBM产能已基本锁定,需求显著增长。预计2026年HBM出货量增速将超过整体DRAM市场,成为存储板块的核心增长动力。
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