近期,全球存储市场受AI数据中心建设及端侧算力需求驱动,进入结构性涨价周期。据Western Digital(西数)及Seagate(希捷)最新财报会议透露,大容量企业级HDD(机械硬盘)订单排期已延至2026年下半年,供应链产能持续紧绷。作为存储介质核心材料的革新者,蓝思科技(Lens Technology)正凭借其在玻璃基板(Glass Substrate)领域的技术储备,解决下一代高密度存储...
Source Link近期,全球存储市场受AI数据中心建设及端侧算力需求驱动,进入结构性涨价周期。据Western Digital(西数)及Seagate(希捷)最新财报会议透露,大容量企业级HDD(机械硬盘)订单排期已延至2026年下半年,供应链产能持续紧绷。作为存储介质核心材料的革新者,蓝思科技(Lens Technology)正凭借其在玻璃基板(Glass Substrate)领域的技术储备,解决下一代高密度存储...
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.