机构预测：2025年全球存储市场规模有望实现1932亿美元 创历史最高记录
Zheng Quan Shi Bao Wang·2025-09-30 08:19
Core Insights - The global storage market is projected to reach a record high of $193.2 billion in the second half of 2025, driven by increases in ASP and bit shipments for DDR4, DDR5, and HBM3E DRAM, along with a steady recovery in NAND pricing [1] Industry Summary - The demand for storage applications related to AI, particularly AI servers, remains robust, contributing to the overall growth in the storage market [1] - There is a structural supply shortage in both NAND and DRAM due to limited growth in original storage supply, which is expected to drive prices upward in the fourth quarter [1]