60s速读:1、存储芯片是半导体第二大细分赛道,仅次于逻辑芯片,具有强周期性和大宗商品特性(标准化高、寡头竞争、价格波动同步半导体但弹性更强)。2、AI服务器DRAM/NAND用量为传统服务器8倍/3倍;HBM出货量2025年预计同比增70%,数据中心NANDbit需求2025年超30%增长。3、AIPC2027年渗透率近80%,AI手机2028年渗透率达54%;2024年全球存储市场规模前三季度...
Source Link60s速读:1、存储芯片是半导体第二大细分赛道,仅次于逻辑芯片,具有强周期性和大宗商品特性(标准化高、寡头竞争、价格波动同步半导体但弹性更强)。2、AI服务器DRAM/NAND用量为传统服务器8倍/3倍;HBM出货量2025年预计同比增70%,数据中心NANDbit需求2025年超30%增长。3、AIPC2027年渗透率近80%,AI手机2028年渗透率达54%;2024年全球存储市场规模前三季度...
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