内存涨价才刚刚开始!现在仍是“上车”良机:未来会更贵

快科技
Oct 24, 2025

快科技10月24日消息,受AI驱动的“DRAM超级周期”影响,DDR5和DDR4内存芯片的产能几乎被完全占据,最新的市场估算预测,内存价格将迎来新一轮上涨。DRAM已成为AI供应链中的关键部件,虽然大部分需求来自HBM,但DDR5和DDR4也被广泛用于传统的AI工作负载。据报道,三星和SK海力士等主要DRAM生产商目前正在考虑将DRAM和NAND闪存芯片的价格提高30%,这一涨幅最早可能在第四季度...

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