DDR已被HBM超越

与非网eefocus12-03

全球IT巨头正持续投资人工智能，并大量收购DRAM和闪存等半导体产品。而容量相对较小的PC内存和固态硬盘则被边缘化，面临单价上涨和供应短缺的困境。当前内存价格上涨的驱动力主要来自人工智能相关企业。各大公司已宣布计划在未来三年内每年将产能和处理能力翻一番。主要供应商也正集中精力生产高带宽内存（HBM）。由于内存供应价格自10月份开始上涨，个人电脑制造商的销售成本已大幅增加，导致亏损。然而，为了反映...

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