AI引爆“内存荒”，存储芯片短缺至2028年

电子元件技术01-29

【导读】当前，存储芯片市场正经历一轮强劲的涨价周期。据《金融时报》报道，自去年8月以来，存储厂商闪迪（SanDisk）股价累计涨幅接近1100%，呈现惊人的增长态势。与此同时，美光科技（Micron）、西部数据（WD）、SK海力士（SK Hynix）等全球头部存储大厂的股价同期也平均上涨约2倍，充分反映了市场对存储芯片稀缺性的价值重估。当前，存储芯片市场正经历一轮强劲的涨价周期。据《金融时报》...

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