在AI 芯片竞赛持续升温的背景下，DRAM 已成为决定胜负的关键资源。过去几个季度，AI 芯片制造商持续面临严重的内存短缺问题，核心原因在于超大规模数据中心需求爆发，以及 LPDDR、DDR、GDDR 等通用型 DRAM 产品需求同步飙升。更重要的是，高带宽内存（HBM）已被 NVIDIA 等厂商视为 AI 加速器不可或缺的核心组件。在当前架构下，HBM 不再只是“可选配置”，而是直接决定算力密度...
Source Link在AI 芯片竞赛持续升温的背景下，DRAM 已成为决定胜负的关键资源。过去几个季度，AI 芯片制造商持续面临严重的内存短缺问题，核心原因在于超大规模数据中心需求爆发，以及 LPDDR、DDR、GDDR 等通用型 DRAM 产品需求同步飙升。更重要的是，高带宽内存（HBM）已被 NVIDIA 等厂商视为 AI 加速器不可或缺的核心组件。在当前架构下，HBM 不再只是“可选配置”，而是直接决定算力密度...
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