表面上看，全球存储产业正处于一波前所未有的大规模建设周期之中。然而，深入剖析各大科技厂商的具体规划后会发现一个颇为残酷的现实——新增产能绝大多数将用于满足AI服务器需求的高带宽内存（HBM），而非面向个人电脑的标准DRAM产品。由人工智能掀起的这场市场板块位移，正从根本上重塑硬件供应链的资源分配逻辑。以英伟达为代表的AI芯片巨头需求激增，迫使存储制造商将现有及未来的生产线全面转向利润更丰厚、需求更...
Source Link表面上看，全球存储产业正处于一波前所未有的大规模建设周期之中。然而，深入剖析各大科技厂商的具体规划后会发现一个颇为残酷的现实——新增产能绝大多数将用于满足AI服务器需求的高带宽内存（HBM），而非面向个人电脑的标准DRAM产品。由人工智能掀起的这场市场板块位移，正从根本上重塑硬件供应链的资源分配逻辑。以英伟达为代表的AI芯片巨头需求激增，迫使存储制造商将现有及未来的生产线全面转向利润更丰厚、需求更...
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