每周观察 | 预估2026年AI服务器出货量将年增超28%；2027年全球DRAM供给或将上调；存储器产业产值逐年创高；全球电视出货区域占比变化…

Group 1 - The global AI server shipment is expected to grow by over 28% annually by 2026, driven by increased investments from North American cloud service providers [2] - The demand for AI inference services is leading to a replacement and expansion cycle for general servers, with an overall server shipment growth forecast of 12.8% in 2026 compared to 2025 [2] Group 2 - Micron Technology plans to acquire PSMC's factory in Tainan for $1.8 billion, which will enhance Micron's advanced DRAM production capacity and improve PSMC's mature process DRAM supply, potentially leading to an upward revision of global DRAM supply by 2027 [4] Group 3 - The storage market is projected to reach a new peak in 2027, with an expected annual growth rate exceeding 50%, driven by the structural changes brought by AI and the increasing demand for high-bandwidth, large-capacity, and low-latency DRAM products [6] - The overall storage industry value is anticipated to reach $551.6 billion in 2026 and $842.7 billion in 2027, reflecting a 53% year-on-year increase [6] Group 4 - TCL and Sony have signed a memorandum of cooperation to establish a joint venture, aiming to enhance their market share in the television sector, potentially approaching that of Samsung Electronics by 2027 [9]