存储库存见底!英伟达提前30天抢货

芯报告
Feb 14

当前全球存储半导体行业正经历一场前所未有的范式转移。调研显示,存储生产商的库存水位已基本枯竭,供应紧张的局势呈现出明显的“由点及面”扩散态势:压力正从次级客户(二级代理商及小规模OEM)向全球头部核心客户渗透。失衡的本质并非传统的半导体周期性起伏,而是由于逻辑芯片性能的指数级跃迁,对存储位元(Bits)需求产生了结构性压制。存储行业已正式进入资本开支与需求密度的“双重重构期”。在供应极度受限的背景...

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