一季度利润最高暴涨超7倍,存储巨头集体赚翻了

21世纪经济报道
May 03

自2025年下半年开始,存储芯片行情紧俏,也让全球头部存储供应商动向成为关注焦点。  21世纪经济报道记者梳理发现,突然大幅度上涨的存储芯片行情正让头部厂商获得数倍的收入和盈利增长。面对当前紧俏的供需行情,有大厂正加速推动新增产能落地。  这显示出,存储芯片从过去被认为是计算芯片的“辅助”角色,到如今已经站在全球AI竞赛的舞台中央,成为决定AI算力与智能边界的关键基石。  集体赚翻  涨价和缺货...

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