存储行业全面转向卖方市场:SK海力士称今年客户需求难获全满足

ITBEAR科技资讯
Feb 21

在近日一场面向投资者的虚拟会议上,全球存储芯片巨头SK海力士向市场传递出重要信号:当前存储行业已彻底转向卖方主导格局。这一判断基于人工智能技术爆发带来的真实需求激增,以及全球洁净室产能扩张受限的双重影响,企业预计2026年存储芯片价格将延续上涨态势。据会议披露,SK海力士当前DRAM与NAND闪存的库存周转周期已压缩至4周左右,创下历史新低。更值得关注的是,即便在现有产能全开的情况下,仍无法满足...

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