当AI成为资源掠夺者:一场史诗级内存涨价背后的真实逻辑

半导体产业报告
Jan 24

如果你是存储行业的从业者,最近半年应该已经感受到:存储芯片的价格涨得离谱,节奏疯狂,程度前所未有。这不是消费电子的又一次复苏,也不是全球经济回暖的旧剧本,而是一场由AI引发、从供给端压缩开始的结构性变局。更准确地说,是高带宽内存HBM正在把整个行业拖入一个新秩序。HBM消耗3倍晶圆产能,通用DRAM被挤出供应链涨价的起点不是需求侧的爆发,而是供给端的主动收缩。行业内形成共识:制造每GB HBM所需...

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