存储芯片持续“高烧”,手机行业迎“大浪淘沙”

21财经
Jan 12

这两年的年末,存储行业从业者李明的状态都颇为紧绷,但其原因又截然不同。自2025年下半年起,大批下游终端客户主动密集联络李明,寻求价格相对稳定的存储芯片,但李明也难以平衡。对比2024年下半年行业需求呈现的两极分化格局,当前的存储芯片市场在AI需求的强劲拉动下,已经全面转向卖方市场行情。“这种行情十多年没见过了。”李明对21世纪经济报道记者表示,存储芯片厂商的策略是尽力保住Tier1手机客户的需求...

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