AI技术创新与供需格局变化,共同驱动存储景气周期 | 投研报告

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Dec 09, 2025

万联证券近日发布AI产业系列深度报告:据CFM闪存市场数据显示,2025Q3全球存储市场规模创造季度历史新高,且已连续两个季度增长,其中DRAM市场规模环比增长24.7%至400.37亿美元,NAND市场规模环比增长16.8%至184.22亿美元。以下为研究报告摘要:行业核心观点:存储市场规模较大,有望迎来以AI驱动的新一轮景气周期:据CFM闪存市场数据显示,2025Q3全球存储市场规模创造季度...

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