DRAM的超级反转，开始了

半导体产业报告01-29

2025年，DRAM行业重新迎来了熟悉的“超级周期”。在过去两年频繁的价格下探、供应过剩和库存高企之后，这个行业正在从谷底反弹。ClearView在其最新的11月报告中呈现了一个清晰的判断：一场强劲的反转已悄然展开，供应趋紧、价格回升、结构性需求推动的“三重奏”，让2026年的景气度预期拉满。报告不像市场新闻那样热闹喧嚣，它更像是一个理性冷静的工程师，在一张张表格与图表中，默默宣告一个周期的底部...

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