RBC Capital:“存储荒”料持续至2027年 HBM价格明年翻倍

格隆汇
Oct 27
加拿大皇家银行资本市场(RBC Capital)日前发布研报称,随着人工智能需求持续超过供给,高带宽内存(HBM)价格上涨有望支撑整体DRAM平均销售价格(ASP),SK海力士将持续受益于存储芯片上行周期。RBC认为,DRAM上行周期在已持续14个季度的基础上,还将再持续五个季度,供应紧张局面预计将持续到2027年。报告还指出,2027年HBM价格可能上涨80%到100%,这将支撑整体DRAM平均售价。

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