一份SK海力士内部分析文件意外曝光,揭示了全球存储芯片市场面临的严峻供需失衡。该文件显示,除HBM和SOCAMM外,标准DRAM的供应紧张将持续到2028年,这一预测比瑞银此前预计的2027年一季度更为严峻。据社交平台X用户@BullsLab上周分享的截图,SK海力士认为标准DRAM的产能增长将受到严重制约。供应商库存正被消耗至最低水平,而生产产能相比以往上升周期预计增长有限。人工智能需求激增成为...
Source Link一份SK海力士内部分析文件意外曝光,揭示了全球存储芯片市场面临的严峻供需失衡。该文件显示,除HBM和SOCAMM外,标准DRAM的供应紧张将持续到2028年,这一预测比瑞银此前预计的2027年一季度更为严峻。据社交平台X用户@BullsLab上周分享的截图,SK海力士认为标准DRAM的产能增长将受到严重制约。供应商库存正被消耗至最低水平,而生产产能相比以往上升周期预计增长有限。人工智能需求激增成为...
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