2025年下半年,全球存储芯片市场已正式迈入由AI驱动的“超级周期”,其最显著的特征是“短缺”与“涨价”。与2024年原厂减产带来的短暂上行不同,本轮增长核心源于AI需求的爆发式增长。这一趋势不仅推动行业周期上行,更通过高端产能转移加剧供需失衡,催生新一轮存储超级周期。一、存储芯片核心定义与分类存储芯片(又称半导体存储器)是用于存储数字数据和信息的半导体器件,是各类电子设备实现数据留存与调用的核心...
Source Link2025年下半年,全球存储芯片市场已正式迈入由AI驱动的“超级周期”,其最显著的特征是“短缺”与“涨价”。与2024年原厂减产带来的短暂上行不同,本轮增长核心源于AI需求的爆发式增长。这一趋势不仅推动行业周期上行,更通过高端产能转移加剧供需失衡,催生新一轮存储超级周期。一、存储芯片核心定义与分类存储芯片(又称半导体存储器)是用于存储数字数据和信息的半导体器件,是各类电子设备实现数据留存与调用的核心...
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