Group 1 - The demand for memory chips is driven by the application of artificial intelligence (AI), leading to concerns about how long the shortage will last [1] - The general manager of Wisdom Technology predicts that the AI-driven shortage may last an entire year, indicating a structural shortage rather than a result of production cuts by suppliers [1] - It is expected that DRAM will experience a shortage throughout 2026, but with new factories from Samsung, SK Hynix, and Micron coming online, the situation may improve by 2027 [1] Group 2 - TrendForce's latest survey indicates that due to strong server demand, DDR5 contract prices are expected to rise throughout 2026, particularly in the first half of the year [1] - The price gap between HBM3e and DDR5 is currently over four times, but as DDR5 prices continue to rise, the profit from DDR5 is expected to surpass that of HBM3e starting from Q1 2026 [2]
AI应用带动需求 慧荣：存储器恐缺货一整年
Jing Ji Ri Bao·2025-11-01 23:29