2026年3月3日，行业媒体Digitimes报道称，受AI产业爆发驱动，全球内存市场出现严重短缺与涨价潮。目前部分内存产品已启用“按小时计价”机制，交付时效与价格高度绑定。卖方掌握绝对定价权和排产优先权，云服务商、苹果、三星等百余家头部企业获优先保障；而超19万家中小企业因议价能力弱，自2025年下半年起持续承受成本飙升与利润侵蚀压力。
Source Link2026年3月3日，行业媒体Digitimes报道称，受AI产业爆发驱动，全球内存市场出现严重短缺与涨价潮。目前部分内存产品已启用“按小时计价”机制，交付时效与价格高度绑定。卖方掌握绝对定价权和排产优先权，云服务商、苹果、三星等百余家头部企业获优先保障；而超19万家中小企业因议价能力弱，自2025年下半年起持续承受成本飙升与利润侵蚀压力。
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.