2026年的存储市场,已经没有“商量”的余地。2月21日,第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态,直接引爆整个半导体产业链:全球存储正式进入绝对卖方市场,今年没有任何一家客户的需求能被完全满足,价格上涨已成定局。没有委婉措辞,没有预期管理,这家全球第二大存储芯片厂商,用最直白的方式宣告:缺货,是2026年贯穿全年的主旋律。这不是短期供需错配,而是AI算力狂潮与产能刚性约束碰撞出...
Source Link2026年的存储市场,已经没有“商量”的余地。2月21日,第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态,直接引爆整个半导体产业链:全球存储正式进入绝对卖方市场,今年没有任何一家客户的需求能被完全满足,价格上涨已成定局。没有委婉措辞,没有预期管理,这家全球第二大存储芯片厂商,用最直白的方式宣告:缺货,是2026年贯穿全年的主旋律。这不是短期供需错配,而是AI算力狂潮与产能刚性约束碰撞出...
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