自7月中旬以来各大原厂相继给服务器客户发布三季度报价平均涨幅个位数百分点。尽管英伟达H20供应问题尚无定论部分客户削减订

智通财经2025-08-06

自7月中旬以来各大原厂相继给服务器客户发布三季度报价平均涨幅个位数百分点。尽管英伟达H20供应问题尚无定论部分客户削减订单后仍无确切加单动作但是展望下半年由于部分互联网大厂加单96GB及128GB高容量DDR5产品加上原厂切换制程导致供应受限尤其是1a制程96GB DDR5整体供需依然偏紧。如此状况之下本周服务器DDR5内存条价格呈现上扬态势32GB DDR5 RDIMM价格上涨至145美金...

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