自今年Q4以来,全球存储市场正式进入“全面缺货”。从DRAM、NAND、SSD 到颗粒级现货市场,价格都出现了20%~80% 的不同涨幅。内存价格大涨8倍!全球存储市场全面失控为什么突然缺货?原因只有一个,那就是AI抢走了所有的产能。自从HBM爆发后,大部分原厂就纷纷优先投向了AI,据韩国媒体报道,HBM订单排到了2026年,导致通用DRAM、NAND被大幅压缩产能,市场缺货严重。尤其是DDR4,...
Source Link自今年Q4以来,全球存储市场正式进入“全面缺货”。从DRAM、NAND、SSD 到颗粒级现货市场,价格都出现了20%~80% 的不同涨幅。内存价格大涨8倍!全球存储市场全面失控为什么突然缺货?原因只有一个,那就是AI抢走了所有的产能。自从HBM爆发后,大部分原厂就纷纷优先投向了AI,据韩国媒体报道,HBM订单排到了2026年,导致通用DRAM、NAND被大幅压缩产能,市场缺货严重。尤其是DDR4,...
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