存储巨头掀桌!SK 海力士的新杀招

半导体产业纵横
Dec 16, 2025

当前,NAND闪存晶圆供应进一步收紧,部分产品11月份合同价格涨幅超过60%。内存价格上涨显著推高了消费电子产品的物料清单成本,导致智能手机、笔记本电脑、游戏机等设备出货量减少。人工智能基础设施持续推动NAND闪存需求增长,全球排名前五的NAND 闪存供应商的总营收环比增长 16.5%,接近 171 亿美元。今年下半年来,存储涨价已经成为大众热议的话题。未来,存储将怎么走?01SK 海力士的野心:...

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