存储短缺或持续到2030年 SK海力士CEO再谈内存涨价

智通财经
Sep 01
【存储短缺或持续到2030年 SK海力士CEO再谈内存涨价】据报道,SK海力士CEO Kwak Noh-Jung在近日的美国新厂动工仪式上表示,当前看不到存储市场有任何下行迹象,存储短缺预计将持续到2030年底。 SK海力士对内存市场的缓解时间点一改再改,不久前还说2028年有望松动,7月又说2027年将是行业史上最艰难的一年,现在直接推到2030年底。 Kwak解释称,AI存储正在从标准化量产产品变成定制化产品,未来即使需求回落,也不会像过去几十年那样出现暴跌,而是在计划水平上平稳回落。换言之,DDR5即使在危机峰值过后也会维持高价。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10