慧荣:AI推理需求爆发,预估明年DRAM与NAND Flash将继续短缺

格隆汇
Nov 03, 2025

格隆汇11月3日|台湾存储器控制芯片大厂慧荣总经理苟嘉章指出,AI推理需求爆发,带动全球存储器市场进入结构性缺货阶段,预估2026年DRAM与NAND Flash都将呈现全年性短缺。微软、谷歌、亚马逊与Meta等云端服务供应商(CSP)纷纷投入AI推理领域,带动高频宽存储器(HBM)需求急速成长,且由于供应商将产能转向HBM制造,使传统DDR4产能被排挤,市场供不应求。他预估,DRAM市场在...

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