当前,DRAM内存市场正经历一场前所未有的“超级周期”,其影响范围已全面覆盖各个细分领域,产品价格一路飙升,就连车用领域也未能置身事外。这一现象的背后,是供应增量有限与AI技术引发的庞大需求之间的激烈碰撞。尽管汽车领域向来是内存原厂高度重视的战略市场,断供的可能性相对较低,但市场趋势已然发生改变。据Yole分析,如今涨价已成为获取订单保障的普遍手段。汽车行业对内存的需求稳定且持续增长,内存原厂为了...
Source Link当前,DRAM内存市场正经历一场前所未有的“超级周期”,其影响范围已全面覆盖各个细分领域,产品价格一路飙升,就连车用领域也未能置身事外。这一现象的背后,是供应增量有限与AI技术引发的庞大需求之间的激烈碰撞。尽管汽车领域向来是内存原厂高度重视的战略市场,断供的可能性相对较低,但市场趋势已然发生改变。据Yole分析,如今涨价已成为获取订单保障的普遍手段。汽车行业对内存的需求稳定且持续增长,内存原厂为了...
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