存储芯片急单涌现,3D NAND代工“风口”属于谁?

21世纪经济报道
Nov 19

21世纪经济报道记者孙燕 无锡报道“支撑AI大模型的底层基础设施——服务器、数据中心、存储,有望从2024年的1490亿美元增长到2030年的3400亿美元,是半导体市场中增长最快的部分。”11月19日,国际半导体产业协会(SEMI)中国总裁冯莉在2025年产业链供应链国际合作交流会暨企业家太湖论坛分论坛——集成电路产业链合作对接交流会上指出。AI浪潮不仅点燃了以GPU为代表的逻辑芯片,也拉动了对...

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