最近,美韩存储芯片厂商的股价表现不再像上半年那么火热,一个被搁置了好几个月的争论也再度被摆上台面:存储周期会消失吗? 支持者的理由不少:以动态随机存取存储器(DRAM)市场为例,三星、SK海力士和美光三大厂商占据绝大部分市场份额,主导供给格局;人工智能(AI)产业爆发带来的巨大市场空间尚未被满足,“天花板”还远着呢;许多云计算厂商与存储企业签订了长期采购协议,产销两旺继续好几年,板上钉钉。 ...
Source Link最近,美韩存储芯片厂商的股价表现不再像上半年那么火热,一个被搁置了好几个月的争论也再度被摆上台面:存储周期会消失吗? 支持者的理由不少:以动态随机存取存储器(DRAM)市场为例,三星、SK海力士和美光三大厂商占据绝大部分市场份额,主导供给格局;人工智能(AI)产业爆发带来的巨大市场空间尚未被满足,“天花板”还远着呢;许多云计算厂商与存储企业签订了长期采购协议,产销两旺继续好几年,板上钉钉。 ...
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