自2025年9月起,存储芯片价格持续上涨,第四季度涨势加速。全球主要厂商将产能转向人工智能与数据中心用高端芯片,导致传统存储芯片供应减少。同时,行业周期性减产去库存加快供需逆转,下游厂商积极备货,生产企业满负荷运转仍供不应求。此次涨价是多重因素叠加所致,市场进入上行周期。
Source Link自2025年9月起,存储芯片价格持续上涨,第四季度涨势加速。全球主要厂商将产能转向人工智能与数据中心用高端芯片,导致传统存储芯片供应减少。同时,行业周期性减产去库存加快供需逆转,下游厂商积极备货,生产企业满负荷运转仍供不应求。此次涨价是多重因素叠加所致,市场进入上行周期。
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