自2025年下半年起,一场无声的“硬通货”革命在半导体领域悄然上演。当黄金价格还在历史高位徘徊时,一条DDR5服务器内存的价格曲线,已画出了一道更为陡峭的上行轨迹。这场始于AI需求引爆、受制于产能收缩的超级周期,正在重新定义存储芯片在全球资产版图中的地位。价格曲线:一条陡峭于黄金的升值线根据行业权威机构Counterpoint Research发布的2025年第四季度数据,全球DRAM(动态...
Source Link自2025年下半年起,一场无声的“硬通货”革命在半导体领域悄然上演。当黄金价格还在历史高位徘徊时,一条DDR5服务器内存的价格曲线,已画出了一道更为陡峭的上行轨迹。这场始于AI需求引爆、受制于产能收缩的超级周期,正在重新定义存储芯片在全球资产版图中的地位。价格曲线:一条陡峭于黄金的升值线根据行业权威机构Counterpoint Research发布的2025年第四季度数据,全球DRAM(动态...
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