AI应用带动需求 慧荣:存储器恐缺货一整年

爱集微
Nov 02, 2025

人工智能(AI)应用带动存储器需求,外界关注缺货潮将持续多久。这股热潮不仅让研究机构预期DDR5合约价看涨,获利有望于2026年超越新一代高频宽存储器HBM3e,存储器控制芯片厂商慧荣科技总经理苟嘉章昨(1)日更预期,AI带动下,可能缺货一整年。苟嘉章指出,此次存储器缺货潮并不是供应商减产带动,是结构性缺货。市场绝对会有重复下单情况,实际情况难以掌握,只希望产业能够平衡发展。苟嘉章预估,DRAM在...

Source Link

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