行业研报:为什么DRAM价格持续上涨

微电子制造
Jan 21

自2025年第三季度以来,DRAM市场正处于人工智能驱动的上升周期中,超大规模数据中心不断消耗供应并推高价格。由于AI服务器每台系统所需的DDR5(和HBM)远高于传统服务器,PC、智能手机及其他终端市场的可用性正在趋于紧缩。在此背景下,Yole Group内存与计算业务总监John Lorenz强调了DRAM当今价格动态的一个关键驱动因素:对未来稀缺性的恐惧——随着DRAM制造商优先考虑利润更高...

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