在全球人工智能(AI)浪潮的强力推动下,全球存储器市场正经历三年来最为强劲的复苏周期。据趋势分析,第四季DRAM合约报价涨幅,预计将扩大至三成以上,市场供需持续紧张。在这场由技术驱动的高增长赛道中,韩国SK海力士(SK Hynix)凭借其在高端高带宽内存(HBM)领域的领先优势,实现了惊人的市场逆袭,从昔日行业老三跃居全球市场份额第一,其股价在2025年内累计飙升近500%,成为此轮存储器繁荣周期...
Source Link在全球人工智能(AI)浪潮的强力推动下,全球存储器市场正经历三年来最为强劲的复苏周期。据趋势分析,第四季DRAM合约报价涨幅,预计将扩大至三成以上,市场供需持续紧张。在这场由技术驱动的高增长赛道中,韩国SK海力士(SK Hynix)凭借其在高端高带宽内存(HBM)领域的领先优势,实现了惊人的市场逆袭,从昔日行业老三跃居全球市场份额第一,其股价在2025年内累计飙升近500%,成为此轮存储器繁荣周期...
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