【产业信息速递】这类芯片，将供不应求

北京半导体行业...2025-09-18

（信息来源：花旗）花旗环球上周的一篇研究报告指出，受AI 领域对储存需求激增驱动，明年全球关键科技商品DRAM 与NAND 快闪记忆体恐面临供不应求局面，国际记忆体大厂SanDisk上周股价跳空大涨，一举来到83美元近期新高，同时，美光和SanDisk都暂停或者调涨记忆体报价。将受益于供需缺口带来的市场机会，研究报告还对美光、SanDisk、三星及SK 海力士的“买进”评级。台媒指出，记忆体市场...

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