存储芯片,开启“黄金时代”

半导体产业纵横
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日前,摩根士丹利研报指出,AI驱动下存储行业供需失衡加剧,预计将开启持续数年的“超级周期”,到2027年全球存储市场规模有望向3000亿美元迈进,存储芯片行业或正迎来新一轮产业周期的起点。01存储芯片,开启超级周期存储芯片周期性显著强于其他半导体细分领域,近13年呈现3-4年一轮的周期规律,当前正处于第四轮周期。回顾前三轮:2012-2015年由智能机换机潮驱动,后因扩产供过于求下行;2016-...

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