【导读】AI点燃涨价潮,存储“超级周期”重分蛋糕:模组厂利润翻倍、加速抢位,终端厂商被迫提价降配2026年的华强北,空气中不再是焊锡味,而是弥漫着一种“淘金热”的躁动。“前两年还得求着客户清库存,现在报价还赶不上涨价的速度。”一位华强北专卖内存条的商铺老板笑得合不拢嘴。伴随着涨价潮,存储芯片相关公司接连交出“翻身账”:有的扭亏,有的翻倍。而在这些不同公告里,反复指向同一原因——存储价格从低位企稳...
Source Link【导读】AI点燃涨价潮,存储“超级周期”重分蛋糕:模组厂利润翻倍、加速抢位,终端厂商被迫提价降配2026年的华强北,空气中不再是焊锡味,而是弥漫着一种“淘金热”的躁动。“前两年还得求着客户清库存,现在报价还赶不上涨价的速度。”一位华强北专卖内存条的商铺老板笑得合不拢嘴。伴随着涨价潮,存储芯片相关公司接连交出“翻身账”:有的扭亏,有的翻倍。而在这些不同公告里,反复指向同一原因——存储价格从低位企稳...
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