快科技11月16日消息,近期AI市场对HBM和传统DRAM芯片的需求持续强劲,并导致价格大幅上涨,但全球DRAM大厂却表现得异常谨慎,不敢贸然大幅扩充产能。DRAM大厂不敢贸然扩产,主要原因是担忧AI泡沫化一旦出现,最糟糕的情况会是投入数百亿美元却几乎没有任何需求。因此他们选择更保守且稳赚的方法,即改造现有的PC DRAM生产线,而非新建生产线以满足HBM需求,但代价就是牺牲PC内存芯片的产能。...
Source Link快科技11月16日消息,近期AI市场对HBM和传统DRAM芯片的需求持续强劲,并导致价格大幅上涨,但全球DRAM大厂却表现得异常谨慎,不敢贸然大幅扩充产能。DRAM大厂不敢贸然扩产,主要原因是担忧AI泡沫化一旦出现,最糟糕的情况会是投入数百亿美元却几乎没有任何需求。因此他们选择更保守且稳赚的方法,即改造现有的PC DRAM生产线,而非新建生产线以满足HBM需求,但代价就是牺牲PC内存芯片的产能。...
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