As the holiday season approaches, many families are preparing for the cherished tradition of Thanksgiving dinner. This year, however, they may find that the cost of their feast is a bit lighter on the ...
全球手机行业正经历一场由AI需求驱动的内存供应链巨变。根据伯恩斯坦最新研究报告,内存芯片价格在AI技术普及的推动下进入上行通道,2025年第四季度移动DRAM合约价预计环比上涨30%-40%,NAND闪存价格也将出现高个位数增长,这种涨势可能持续至2026年上半年,甚至存在向2027年蔓延的风险。 本轮涨价的核心驱动力与以往供需周期主导的波动截然不同。AI服务器对存储容量的需求呈现指数级增长——单 ...