图片来源@unsplash由AI大模型基础设施热潮引发的机械硬盘短缺现状，正于近段时间持续上演。过去，机械硬盘（HDD）产业高度集中，其供应往往受季节性、周期性需求影响。因为一旦客户完成硬件部署，供应量超过需求量，硬盘价格就会随之波动。相关供应链报告最新显示，2025年第四季度合同谈判结束后，机械硬盘合约价格环比上涨约4%，创下过去八个季度以来的最大涨幅，预计这一上涨趋势还将持续。同样是数据存储，...
Source Link图片来源@unsplash由AI大模型基础设施热潮引发的机械硬盘短缺现状，正于近段时间持续上演。过去，机械硬盘（HDD）产业高度集中，其供应往往受季节性、周期性需求影响。因为一旦客户完成硬件部署，供应量超过需求量，硬盘价格就会随之波动。相关供应链报告最新显示，2025年第四季度合同谈判结束后，机械硬盘合约价格环比上涨约4%，创下过去八个季度以来的最大涨幅，预计这一上涨趋势还将持续。同样是数据存储，...
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