存储芯片产业“超级周期”能走多远

经济参考报
Jun 01

近期,韩国三星电子、美国美光科技公司和韩国SK海力士三家全球领先的内存芯片制造商相继迈过万亿美元市值门槛。业内人士认为,这一现象表明人工智能(AI)热潮从算力芯片向存储芯片扩展,数据存储作为AI系统的基础资源,正成为AI时代的重要支柱产业,但存储芯片产业这轮“超级周期”能走多远,也受到多种因素制约。  过去几年,AI硬件投资焦点主要集中在英伟达、超威半导体公司(AMD)等算力芯片企业,但如果缺少...

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