导语:如果你认为过去的芯片荒已经足够惊心动魄,那么高盛这份最新的研报可能会刷新你的认知。高盛明确指出:2026年,全球存储市场将迎来过去15年里最严重的供需失衡。AI不再只是一个口号,它正在以前所未有的速度吞噬着全球的存储产能。~~史诗级缺货:15年一遇的供需错配~~根据高盛发布的最新《全球存储供需更新与BOM成本分析》报告,全球半导体存储行业正站在一个历史性的转折点上。报告给出了一组令人震惊的...
Source Link导语:如果你认为过去的芯片荒已经足够惊心动魄,那么高盛这份最新的研报可能会刷新你的认知。高盛明确指出:2026年,全球存储市场将迎来过去15年里最严重的供需失衡。AI不再只是一个口号,它正在以前所未有的速度吞噬着全球的存储产能。~~史诗级缺货:15年一遇的供需错配~~根据高盛发布的最新《全球存储供需更新与BOM成本分析》报告,全球半导体存储行业正站在一个历史性的转折点上。报告给出了一组令人震惊的...
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