【AI改写存储芯片周期】过去,存储芯片被视为典型的“强周期品种”,涨跌跟随库存周期。如今,数据中心对存储的需求大幅跃升,AI算力需求的爆发,正在重塑存储芯片的需求结构,AI驱动的结构性增长正推动存储从“周期品”走向“成长主线”。东莞一家芯片贴装设备企业负责人告诉记者,今年上半年他们出货量相比去年同期翻了一倍,为了应对激增的订单,今年他们将东莞的生产场地扩大了50%。 深圳市存储器行业协会会长孙日欣介绍,过去存储产品呈现明显的周期性特征,AI应用爆发之后,数据中心对存储的需求占比,已经从两年前的20%多跃升至现在的60%多,存储的周期性特征正在被AI驱动的结构性增长所改变。
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