全球存储芯片价格暴涨致手机厂商停产降配

中关村在线02-03

2026年2月3日，全球存储市场正经历一场深度结构性失衡。人工智能数据中心建设持续加速，对高性能存储芯片的需求呈现爆发式增长，大量订单集中涌向高端产品线，致使存储资源分配严重倾斜。以美光、三星及SK海力士为代表的主流供应商产能趋于饱和，其生产重心持续向高附加值的服务器级DRAM与企业级NAND倾斜，导致面向消费电子终端、尤其是手机领域所依赖的成熟制程内存供应持续收紧。供需关系急剧恶化，价格应声大幅...

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