SK海力士宣布库存见底存储芯片正式进入卖方市场

手机中国02-21

近日，在高盛虚拟投资者会议上，SK海力士作出了这一非同寻常的表态，正式宣告全球存储行业已全面转入“卖方市场” 。受AI真实需求的强劲驱动及洁净室空间受限导致的供应瓶颈影响，SK海力士向市场释放强烈看涨信号。公司透露，目前其DRAM和NAND库存已降至仅约4周的“极低水位”，且预计将在全年继续下降。这意味着供应商议价权正显著增强，产业链已开启长期合约谈判以锁定未来供应。SK海力士明确指出，...

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SK海力士宣布库存见底 存储芯片正式进入卖方市场

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SK海力士宣布库存见底存储芯片正式进入卖方市场