OpenAI带头扫货HBM!摩根士丹利、野村:在AI的推动下,存储将迎超级周期!

半导体行业观察
Oct 03, 2025

在人工智能的推动下,存储涨价已经不是什么新鲜事了。据市场调研公司TrendForce于9月29日的数据显示,通用 DRAM(DDR4 8Gb)的平均现货价格上月达到 5.868 美元,创下年内最高水平。与第一季度 1 美元的低位相比,这一价格上涨了近五倍,达到近 6 美元。他们进一步指出,主流内存半导体 DDR5 16Gb 的平均现货价格达到 6.927 美元,较年初的 4.70 美元上涨了 ...

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