机构:2Q26 DRAM产业营收季增59.5%,供给扩张仍不及需求成长

智通财经
Sep 07
【机构:2Q26 DRAM产业营收季增59.5%,供给扩张仍不及需求成长】根据TrendForce集邦咨询最新存储器产业研究,2026年第二季由于Conventional DRAM合约价显著上涨,推升整体DRAM产业营收季增59.5%,近1,547.3亿美元。随着LLM模型训练、AI推理刺激AI Server需求,HBM3e、LPDDR5X和高容量RDIMM出货同步成长,Agentic AI应用则带动各容量规格的RDIMM拉货。供给方面,原厂库存处于谷底、且新增供给优先满足Server应用,第二季整体DRAM位元出货量小幅成长。

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