全球存储芯片行业,正迎来一个前所未有的“卖方市场”。近日,SK海力士在虚拟投资者会议上表示,受人工智能客户强劲需求与供应增长有限的共同推动,预计存储芯片价格将在2026年全年持续上涨。目前的供需紧张已达近年高点。供应端的物理限制是核心瓶颈。全行业受限于洁净室空间不足,产能无法快速扩张。客户意识到重复下单不仅无法获得更多芯片,反而会进一步推高价格。从库存看,服务器客户库存已趋健康,而PC和移动客户...
Source Link全球存储芯片行业,正迎来一个前所未有的“卖方市场”。近日,SK海力士在虚拟投资者会议上表示,受人工智能客户强劲需求与供应增长有限的共同推动,预计存储芯片价格将在2026年全年持续上涨。目前的供需紧张已达近年高点。供应端的物理限制是核心瓶颈。全行业受限于洁净室空间不足,产能无法快速扩张。客户意识到重复下单不仅无法获得更多芯片,反而会进一步推高价格。从库存看,服务器客户库存已趋健康,而PC和移动客户...
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