2025年9月24日,美光科技表示,受人工智能技术发展驱动,全球对DRAM的需求正加速增长,导致供应趋于紧张。该公司指出,数据中心扩张和高性能计算应用的普及是主要增长动力。目前,美光正在调整产能分配以优先保障AI相关产品供应。此轮需求上升或将影响未来几个季度的存储器市场供需格局。
Source Link2025年9月24日,美光科技表示,受人工智能技术发展驱动,全球对DRAM的需求正加速增长,导致供应趋于紧张。该公司指出,数据中心扩张和高性能计算应用的普及是主要增长动力。目前,美光正在调整产能分配以优先保障AI相关产品供应。此轮需求上升或将影响未来几个季度的存储器市场供需格局。
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