“AI驱动下的数据存储需求增长仍在持续影响存储价格,头部云服务商向存储原厂抛出巨额采购订单,加剧原厂将有限的产能向服务器存储倾斜,非服务器市场面临供应紧缺。”12月23日,德明利(001309.SZ)在特定对象调研时表示。今年以来,存储芯片供需关系持续偏紧,并在第三季度后加剧,推动NAND Flash、DDR4/DDR5等产品价格快速上涨。其中,2025年三季度起,主要厂商发起新一轮涨价:三星计划...
Source Link“AI驱动下的数据存储需求增长仍在持续影响存储价格,头部云服务商向存储原厂抛出巨额采购订单,加剧原厂将有限的产能向服务器存储倾斜,非服务器市场面临供应紧缺。”12月23日,德明利(001309.SZ)在特定对象调研时表示。今年以来,存储芯片供需关系持续偏紧,并在第三季度后加剧,推动NAND Flash、DDR4/DDR5等产品价格快速上涨。其中,2025年三季度起,主要厂商发起新一轮涨价:三星计划...
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