智通财经APP获悉,长城证券发布研报称,AI投资持续扩大,映射出算力需求持续强劲;在原厂减产控货+涨价双重驱动下,现货Flash Wafer价格强势上涨,服务器、手机、PC等各应用端的存储成品全面掀起涨价潮;AI算力需求提速,带动高多层板、HDI与IC载板等高端PCB产品量价齐升,相关产业链有望受益。随着AI服务器机架功率在未来两到三年内突破1MW,电源构架加速迈向高压800V直流供电体系,相关...
Source Link智通财经APP获悉,长城证券发布研报称,AI投资持续扩大,映射出算力需求持续强劲;在原厂减产控货+涨价双重驱动下,现货Flash Wafer价格强势上涨,服务器、手机、PC等各应用端的存储成品全面掀起涨价潮;AI算力需求提速,带动高多层板、HDI与IC载板等高端PCB产品量价齐升,相关产业链有望受益。随着AI服务器机架功率在未来两到三年内突破1MW,电源构架加速迈向高压800V直流供电体系,相关...
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