全球半导体市场正经历一场由人工智能(AI)驱动的变革性增长。根据美国半导体行业协会(SIA)最新披露的数据,今年10月全球半导体销售额同比激增33%,达到713亿美元(约合人民币5040亿元),其中动态随机存取存储器(DRAM)销售额以90%的同比增速领跑全行业,成为拉动整体增长的核心动力。这一趋势背后,是AI技术对高性能存储芯片的爆发式需求与供应链产能调整之间的深刻矛盾。作为电子设备核心运行内存...
Source Link全球半导体市场正经历一场由人工智能(AI)驱动的变革性增长。根据美国半导体行业协会(SIA)最新披露的数据,今年10月全球半导体销售额同比激增33%,达到713亿美元(约合人民币5040亿元),其中动态随机存取存储器(DRAM)销售额以90%的同比增速领跑全行业,成为拉动整体增长的核心动力。这一趋势背后,是AI技术对高性能存储芯片的爆发式需求与供应链产能调整之间的深刻矛盾。作为电子设备核心运行内存...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.