存储,缺货到2027年!

Ai&芯片那点事儿
Nov 19, 2025

与各大内存厂商紧密合作的慧荣科技总经理苟嘉章受访表示,随着人工智能(AI)应用大举扩张,全球内存产业正面临一场结构性、长周期缺货。他透露,三大 DRAM 原厂 SK 海力士、三星和美光,以及 NAND 内存供应商(除上述三大厂外,还包括铠侠、大陆长江存储等),产能已被完全抢占。市场缺口从原本预估的七八成扩大到一倍,尽管其中存在重复下单的情况,但由于供给缺口大到超出预期,缺货问题明年绝对无法解决,...

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