今年整个芯片产业,最赚钱的一定是存储芯片,特别是内存,没有之一。按照数据显示,2025年的内存芯片,平均至少涨价300%+了,有些规格的内存,更是涨了700%+,比如16GB的DDR4内存条。内存涨的这么疯,需要大量使用内存的下游厂商,在消耗完库存后,就顶不住了。第一个顶不住的,应该是手机厂商。一般的手机企业,大约会提前采购半年以上的用量做库存,所以上半年大家还没觉得什么,因为有提前囤货,到了...
Source Link今年整个芯片产业,最赚钱的一定是存储芯片,特别是内存,没有之一。按照数据显示,2025年的内存芯片,平均至少涨价300%+了,有些规格的内存,更是涨了700%+,比如16GB的DDR4内存条。内存涨的这么疯,需要大量使用内存的下游厂商,在消耗完库存后,就顶不住了。第一个顶不住的,应该是手机厂商。一般的手机企业,大约会提前采购半年以上的用量做库存,所以上半年大家还没觉得什么,因为有提前囤货,到了...
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