21世纪经济报道记者骆轶琪在AI需求旺盛和涨价声浪下,存储头部厂商的业绩普遍再创新高。近日,希捷、SK海力士和三星电子等多家头部存储厂商发布业绩财报,2025年第四季度业绩均再超预期。其中,SK海力士更是实现2025年营业利润翻番。其核心增长引擎,无疑是AI快速发展下对存储的需求攀升。21世纪经济报道记者综合梳理发现,对此,有大厂已经开启了密集扩产和合作动作,加大2026年资本开支是普遍现象。仅在...
Source Link21世纪经济报道记者骆轶琪在AI需求旺盛和涨价声浪下,存储头部厂商的业绩普遍再创新高。近日,希捷、SK海力士和三星电子等多家头部存储厂商发布业绩财报,2025年第四季度业绩均再超预期。其中,SK海力士更是实现2025年营业利润翻番。其核心增长引擎,无疑是AI快速发展下对存储的需求攀升。21世纪经济报道记者综合梳理发现,对此,有大厂已经开启了密集扩产和合作动作,加大2026年资本开支是普遍现象。仅在...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.