行业追踪机构Counterpoint Research周五公布的数据显示，在AI基础设施投资不断增长的推动下，2026年全球存储芯片市场规模预计将达到1500万亿韩元（约合9750亿美元），比去年的360万亿韩元增长约3.2倍。
这一迅猛增长主要归因于对服务器内存产品（包括动态随机存取存储器 （DRAM） 和 NAND 闪存）需求的激增，因为科技公司，尤其是北美地区的科技公司，正在加大对AI基础设施的投资。
预计今年服务器内存产品将占内存总收入的 56%，高于 2025 年的 37%，占比首次突破一半。
Counterpoint Research表示，面向服务器的内存产品结构性转变已成为内存市场增长的关键驱动力。
该研究机构补充道，强劲的服务器内存需求导致供需失衡加剧，推高了内存价格，预计这一上涨趋势将持续到明年上半年。
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