金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大
金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大
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