三星、SK海力士、美光高管讲话与供需趋势分析数据范围:2025年2月—2026年2月摘要2025年至2026年初,全球内存行业经历了一场由人工智能(AI)需求驱动的历史性供需逆转。在经历2022—2024年初的深度亏损周期之后,三星电子、SK海力士与美光科技三大原厂集体翻身,创下营收、利润和利润率的多项历史纪录。这一轮超级周期的核心逻辑在于:AI基础设施的爆炸式扩张产生了对高带宽内存(HBM)的...
Source Link三星、SK海力士、美光高管讲话与供需趋势分析数据范围:2025年2月—2026年2月摘要2025年至2026年初,全球内存行业经历了一场由人工智能(AI)需求驱动的历史性供需逆转。在经历2022—2024年初的深度亏损周期之后,三星电子、SK海力士与美光科技三大原厂集体翻身,创下营收、利润和利润率的多项历史纪录。这一轮超级周期的核心逻辑在于:AI基础设施的爆炸式扩张产生了对高带宽内存(HBM)的...
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