存储市场,全面缺货

半导体产业纵横
Oct 13, 2025

本文由半导体产业纵横(ID:ICVIEWS)综合DDR4、DDR5、NAND、硬盘同步缺货。近日,存储模组龙头企业威刚科技董事长陈立白在电影《绝胜》开机记者会上,披露了当前存储市场的罕见态势——DDR4、DDR5、存储型闪存(NAND Flash)与硬盘四大核心品类同步陷入缺货困境,这一现象在行业发展历程中较为少见,引发市场广泛关注。陈立白指出,此次缺货潮的核心驱动力来自云端服务提供商(CSP)的...

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