每周观察 | 存储器产值攀升至晶圆代工2倍以上；2026年全球光收发模块出货；2026年全球手机产量；夏普龟山K2工厂计划停工…

TrendForce集邦02-14

AI带动超级周期，存储器产值攀升至晶圆代工2倍以上根据TrendForce集邦咨询最新数据显示，受惠于AI浪潮的推升，存储器与晶圆代工产值均将在2026年同步创下新高。存储器产业受供给吃紧与价格飙升影响，产值规模大幅扩张至5,516亿美元。尽管晶圆代工产值同步创下2,187亿美元的新高纪录，但存储器产值规模已攀升至晶圆代工的2倍以上。点击右边阅读原文了解更多详情受谷歌高速互连架构带动，预估2026...

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