瑞银：预计2026年高带宽内存(HBM)需求将同比增长90% 2027年将再增长77%

格隆汇07-10

根据瑞银集团7月份发布的《存储芯片月度报告》，月销售额达到了创纪录的746亿美元，环比增长31.7%。瑞银表示，随着人工智能（AI）需求持续增长以及长期供应协议（LTA）谈判仍在进行，存储芯片市场周期正在“进一步趋强”，结构性供应不足的局面至少会持续到2028年中期。整体而言，瑞银预计，2026年全年存储芯片行业总收入将达到9920亿美元。到2027年，这一数字预计将几乎翻一番，达到1.76...

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