AI应用推升存储芯片需求 机构:当下正处在新一轮存储大周期的起点

新财闻
Nov 27

在谷歌Gemini 3.0、阿里千问、灵光等AI大模型应用爆发的带动下,全球投资者正在重拾对AI的信心。作为AI基础设施最重要的物料之一,存储芯片再度受到投资者青睐。业内普遍认为,存储芯片的涨价空间依然很大,且至少将持续至明年年中,后续DDR5的价格涨幅将更为可观;在国际存储大厂不断调高产品价格的态势下,国内存储厂商正在跟进涨价。据悉,随着AI对高性能存储的需求猛增,三星等存储芯片产能转向例如...

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