图源：视觉中国文丨雅萱编辑丨叶锦言出品丨深网·腾讯新闻小满工作室随着AI基础设施需求激增，存储产能面临“虹吸效应”的冲击，全球存储芯片价格呈现非线性快速上涨。据TrendForce集邦咨询数据估算，2025年第四季度常规DRAM合约价季增45-50%，常规DRAM及HBM合并的整体合约价亦上涨50-55%。而2026年第一季度传统DRAM合约价格的环比涨幅预期已从55%上修至90%–95%，而PC...
Source Link图源：视觉中国文丨雅萱编辑丨叶锦言出品丨深网·腾讯新闻小满工作室随着AI基础设施需求激增，存储产能面临“虹吸效应”的冲击，全球存储芯片价格呈现非线性快速上涨。据TrendForce集邦咨询数据估算，2025年第四季度常规DRAM合约价季增45-50%，常规DRAM及HBM合并的整体合约价亦上涨50-55%。而2026年第一季度传统DRAM合约价格的环比涨幅预期已从55%上修至90%–95%，而PC...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.