AI供应链企业迎机遇，存储芯片需求大增

爱集微01-11

展望2026年投资市场，AI概念供应链持续成为核心焦点。根据行业分析，投资者应聚焦具备“寡占、高毛利率、高获利”特性的企业，其中半导体IC测试设备、记忆体产业及高毛利PCB供应链被视为关键领域。在AI服务器需求激增的推动下，记忆体产业已进入超级循环周期。传统记忆体需求受个人电脑、手机等消费电子季节性波动影响，但当前云端服务供应商（CSP）正大规模采购记忆体，例如OpenAI曾采购高达40%的产能。...

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