专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称内存占超大规模数据中心资本支出的比例引发了大量讨论

智通财经
Jul 04
专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称内存占超大规模数据中心资本支出的比例引发了大量讨论尤其是在上周美光科技财报发布后。一些市场参与者对明年这一比例可能有多高感到震惊。该机构称二月底发布初步观点后许多客户对其30%的数字提出质疑:“内存占服务器BOM的比例只有十几个百分点。整体资本支出怎么可能那么高?”五月份在价格上涨速度甚至超出预期之后SemiAnalysis直接回应称:将DRAM、NAND和HBM结合起来在英伟达系统中的内存支出占比到2026年底将超过30%并将在2027年超过40%。该机构预计未来几个月市场将更充分地理解这一趋势。

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