芝能智芯出品2026年,全球内存行业将迎来被野村定义为“前所未有”的三重超级周期,涵盖DRAM、NAND以及HBM三个关键产品门类,背后的逻辑并非单一因素推动,而是AI产业爆发、传统服务器需求复苏与存储体系结构演进共同作用的结果。●在需求端,美国科技巨头的资本开支增长速度远超市场预期,AI算力集群和数据中心建设带来对高性能、高容量内存产品的旺盛需求。●供给端的扩张节奏却显著滞后,三星、SK海力士与...
Source Link芝能智芯出品2026年,全球内存行业将迎来被野村定义为“前所未有”的三重超级周期,涵盖DRAM、NAND以及HBM三个关键产品门类,背后的逻辑并非单一因素推动,而是AI产业爆发、传统服务器需求复苏与存储体系结构演进共同作用的结果。●在需求端,美国科技巨头的资本开支增长速度远超市场预期,AI算力集群和数据中心建设带来对高性能、高容量内存产品的旺盛需求。●供给端的扩张节奏却显著滞后,三星、SK海力士与...
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