IDC:AI驱动内存芯片产能结构性重构 2026年技术产品或因供应受限涨价

智通财经
Dec 22, 2025

智通财经APP获悉,IDC发文称,始于AI基础设施热潮的内存短缺,如今已产生连锁反应,全球半导体生态系统正在经历前所未有的内存芯片短缺,并重塑消费级和企业级设备的产品策略与定价逻辑。智能手机和PC市场将进入 “成本高企、产品路线图调整、销量增长放缓” 的调整期。2026年或将成为技术产品因供应限制而非需求增长导致价格上涨的一年。2025年末,由于AI数据中心的需求持续超过供应,造成供需失衡,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10