全球存储市场规模再创历史新高,4Q25 DRAM/NAND Flash营收市占排名出炉

闪存市场
Feb 13

随着AI-agent的广泛普及,AI推理工作负载显著增加,不仅带动全球AI服务器需求激增,传统服务器应用需求也大幅上升。第四季度,在AI需求主导下,超大规模云服务商对服务器采购意愿持续升温,直接推升存储芯片订单激增。然而,行业供应增速明显滞后于需求,导致服务器存储缺口不断扩大,甚至制约服务器整机出货。与此同时,由于产能优先保障服务器市场出货,Mobile及PC市场供应受限局面进一步加剧,客户为避免...

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