在这一轮由人工智能驱动的投资热潮中,当竞争对手正为争夺高带宽内存(HBM)市场份额而激烈厮杀时,日本存储巨头铠侠选择另辟蹊径,将战略重心锁定在AI数据中心对高密度存储的迫切需求上,并以此获得显著的现金流增长与市场优势。 据彭博报道,铠侠执行董事长Stacy Smith在东京接受采访时表示,竞争对手目前正全神贯注于HBM市场,导致在固态硬盘(SSD)和其他先进NAND存储设备上的产能扩张投资不足。...
Source Link在这一轮由人工智能驱动的投资热潮中,当竞争对手正为争夺高带宽内存(HBM)市场份额而激烈厮杀时,日本存储巨头铠侠选择另辟蹊径,将战略重心锁定在AI数据中心对高密度存储的迫切需求上,并以此获得显著的现金流增长与市场优势。 据彭博报道,铠侠执行董事长Stacy Smith在东京接受采访时表示,竞争对手目前正全神贯注于HBM市场,导致在固态硬盘(SSD)和其他先进NAND存储设备上的产能扩张投资不足。...
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