从过剩到短缺,AI正在“吞噬”存储芯片

华尔街见闻
Yesterday

曾经充足的存储芯片,正被AI数据中心的饥渴需求卷入一场前所未有的供应风暴。存储市场从近两年的价格暴跌逆转为全面短缺,NAND闪存和DRAM价格正快速攀升。AI数据中心对存储的“吞噬性”需求是此轮短缺的主因。“内存成本比一年前高出大约120%。”据树莓派(Raspberry Pi)官方网站声明,其公司CEO埃本·厄普顿于2025年10月无奈宣布产品涨价。这家以高性价比著称的微型计算机公司,也无法逃脱...

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