半导体设备迎需求新机遇,看好受益产业链。AI 技术迭代引爆存储需求,供需缺口推升价格中枢。大模型向思维链(CoT)机制及多模态演进,推动数据吞吐量指数级跃升,直接拉动高性能存储需求。供给端,海外原厂(三星、SK 海力士等)执行严格控产策略,HBM 及先进DRAM 产能被锁定,导致常规存储市场面临显著供需缺口。TrendForce 预计,在AI 对存储需求的激增与原厂控产的双重作用下,2025 年...
Source Link半导体设备迎需求新机遇,看好受益产业链。AI 技术迭代引爆存储需求,供需缺口推升价格中枢。大模型向思维链(CoT)机制及多模态演进,推动数据吞吐量指数级跃升,直接拉动高性能存储需求。供给端,海外原厂(三星、SK 海力士等)执行严格控产策略,HBM 及先进DRAM 产能被锁定,导致常规存储市场面临显著供需缺口。TrendForce 预计,在AI 对存储需求的激增与原厂控产的双重作用下,2025 年...
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