随着超大规模数据中心重塑存储市场规则,供需紧张或将持续至 2027 年。中国长鑫存储(CXMT)正在扩充产能面向 AI 数据中心的服务器 DRAM 强劲需求,正在推动整个存储市场的价格上涨。在对未来可能出现短缺的担忧下,客户纷纷抢购产能,以保障自身的量产需求。DRAM 市场已进入由 AI 驱动的上行周期。自 2025 年第三季度以来,超大规模数据中心大量吸收供给,持续推高价格。由于 AI 服务器...
Source Link随着超大规模数据中心重塑存储市场规则,供需紧张或将持续至 2027 年。中国长鑫存储(CXMT)正在扩充产能面向 AI 数据中心的服务器 DRAM 强劲需求,正在推动整个存储市场的价格上涨。在对未来可能出现短缺的担忧下,客户纷纷抢购产能,以保障自身的量产需求。DRAM 市场已进入由 AI 驱动的上行周期。自 2025 年第三季度以来,超大规模数据中心大量吸收供给,持续推高价格。由于 AI 服务器...
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