点击蓝字 ,关注我们在首尔以南约60公里的利川市,全球第二大存储芯片制造商SK海力士的工厂正以接近极限的产能运转。与此同时,华尔街的分析师们紧急更新了预测模型——驱动这一切的,是一份看似遥远却至关重要的报告:2026年,为AI服务器提供“记忆”的DRAM和NAND闪存芯片,价格将同比飙升44%和61%。这不仅是价格的波动,更揭示了全球资本与产业力量,正如何围绕AI的“硬件基石”展开一场静默但激烈的...
Source Link点击蓝字 ,关注我们在首尔以南约60公里的利川市,全球第二大存储芯片制造商SK海力士的工厂正以接近极限的产能运转。与此同时,华尔街的分析师们紧急更新了预测模型——驱动这一切的,是一份看似遥远却至关重要的报告:2026年,为AI服务器提供“记忆”的DRAM和NAND闪存芯片,价格将同比飙升44%和61%。这不仅是价格的波动,更揭示了全球资本与产业力量,正如何围绕AI的“硬件基石”展开一场静默但激烈的...
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