AI虹吸效应造就内存“超级牛市”,雷神科技等前瞻布局厂商赢得先手

同壁财经
Jan 23

2026年伊始,由AI浪潮席卷全球所引发的“内存荒”仍在持续蔓延。据《韩国经济日报》1月5日报道,三星与海力士已正式向服务器、PC等领域的DRAM客户发出涨价通知,预计今年一季度合约价将较上一季度大幅上涨60%至70%。美光科技亦预警这场供应危机可能延续至2026年以后。在供应紧张与价格攀升的双重压力下,PC行业正经历新一轮震荡。部分厂商凭借前瞻储备与供应链协同,在波动中保持稳健;另一些则面临成本...

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