美光科技称2026年DRAM供需失衡将加剧

金融界
Oct 22

据媒体报道,美光科技执行副总裁兼首席商务官Sumit Sadana预计,到2026年,DRAM市场仍将保持极度紧张,供需失衡将加剧。

东北证券表示,全球存储产业正经历从周期波动向技术驱动的历史性转型,涨价潮印证行业拐点。AI爆发性需求推动存储性能与容量要求呈指数级增长,本质是AI算力革命引发的存储芯片行业供需重构。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10