人工智能（AI）爆发式增长正在深刻重塑全球存储芯片产业格局，2025年以来，动态随机存储器（DRAM）和闪存（NAND）的价格持续飙升，今年4月至6月，两者的价格较去年同期上涨了50%至60%，全球存储市场进入前所未有的“超级增长周期”。一方面，2026年，韩国三星、SK海力士、美国美光三大世界存储巨头合计投入近1200亿美元，均创各自历史新高；另一方面，微软、谷歌、Meta等科技企业竞相下场“...
Source Link人工智能（AI）爆发式增长正在深刻重塑全球存储芯片产业格局，2025年以来，动态随机存储器（DRAM）和闪存（NAND）的价格持续飙升，今年4月至6月，两者的价格较去年同期上涨了50%至60%，全球存储市场进入前所未有的“超级增长周期”。一方面，2026年，韩国三星、SK海力士、美国美光三大世界存储巨头合计投入近1200亿美元，均创各自历史新高；另一方面，微软、谷歌、Meta等科技企业竞相下场“...
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