存储芯片缺货与涨价趋势预计将持续两三年,消费电子终端产品或将普遍提价。受AI服务器需求爆发影响,全球存储原厂将产能优先投向高带宽内存(HBM)和企业级固态硬盘(eSSD),导致用于手机、PC的DRAM与NAND Flash供应紧张,价格大幅上涨。TrendForce集邦咨询数据显示,2023年9月至11月,DDR5 2Gx8颗粒现货价格环比上涨307%,512Gb TLC Wafer单周涨幅一度...
Source Link存储芯片缺货与涨价趋势预计将持续两三年,消费电子终端产品或将普遍提价。受AI服务器需求爆发影响,全球存储原厂将产能优先投向高带宽内存(HBM)和企业级固态硬盘(eSSD),导致用于手机、PC的DRAM与NAND Flash供应紧张,价格大幅上涨。TrendForce集邦咨询数据显示,2023年9月至11月,DDR5 2Gx8颗粒现货价格环比上涨307%,512Gb TLC Wafer单周涨幅一度...
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