2025年市场的重点基本上都围绕在AI相关产业链(未来几年应该也会如此),其中存储芯片的表现尤为亮眼,这当中的叙事逻辑也相当简单:在存储芯片产业为寡占的格局下,AI主运算芯片所需搭配的高频宽存储芯片(High Bandwidth Memory, HBM)需求吃掉大量的产能,导致供不应求,并且产生内部资源排挤(资源移去生产 HBM )与供给不足外溢至其他产品的现象。不论是从DRAM到NAND ...
Source Link2025年市场的重点基本上都围绕在AI相关产业链(未来几年应该也会如此),其中存储芯片的表现尤为亮眼,这当中的叙事逻辑也相当简单:在存储芯片产业为寡占的格局下,AI主运算芯片所需搭配的高频宽存储芯片(High Bandwidth Memory, HBM)需求吃掉大量的产能,导致供不应求,并且产生内部资源排挤(资源移去生产 HBM )与供给不足外溢至其他产品的现象。不论是从DRAM到NAND ...
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