AI热潮推动存储半导体市场回暖,三星、SK海力士或扩大通用产品生产

爱集微
13 Mar

随着智能手机和PC等IT设备需求的复苏,存储半导体市场正在经历显著的回暖。这一复苏推动了D-RAM和NAND闪存等关键组件的价格上涨,其中主要归因于全球人工智能热潮和经济状况的改善,重新点燃了消费者对高性能半导体的兴趣。据报道,尽管去年用于AI服务器的高性能半导体(如HBM)需求旺盛,但由于经济衰退和消费者支出放缓,PC和智能手机使用的通用存储器供应过剩,这导致去年10月和11月NAND闪存价格...

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