SK海力士高管近日在一场电话会中坦言:“今年我们无法满足所有客户的需求。”这家全球存储三巨头之一的库存仅剩四周,2026年HBM产能已提前售罄。这不是单一公司的困境,而是整个存储产业正在经历的“15年来最严重短缺”。2026年开年,存储市场就进入了前所未有的涨价通道。TrendForce最新数据显示,第一季度通用DRAM合约价涨幅从最初预估的55%-60%上修至90%-95%,NAND Flash...
Source LinkSK海力士高管近日在一场电话会中坦言:“今年我们无法满足所有客户的需求。”这家全球存储三巨头之一的库存仅剩四周,2026年HBM产能已提前售罄。这不是单一公司的困境,而是整个存储产业正在经历的“15年来最严重短缺”。2026年开年,存储市场就进入了前所未有的涨价通道。TrendForce最新数据显示,第一季度通用DRAM合约价涨幅从最初预估的55%-60%上修至90%-95%,NAND Flash...
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