AI算力需求推高存储价格 全球内存市场迎超级周期

DoNews
Nov 13

AI巨头不计成本采购推动存储芯片价格暴涨,DRAM同比上涨171.8%,NAND合同价上调50%,三星、SK海力士、美光等原厂暂停报价。华强北经销商称“内存一天一个价”,16G三星DDR4内存条从9月200元涨至400元,较去年翻倍;固态硬盘线上线下普遍涨价一倍。服务器厂商中科曙光员工表示,DDR4或DDR5显存价格基本翻倍,硬盘亦然,部分订单因成本倒挂被迫停产停供。TrendForce数据显示,...

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