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存储器减产进入尾声 原厂产能利用率重回九成

Gelonghui Finance ·  Mar 3 20:26
格隆汇3月4日|据台湾电子时报,存储器产业走过寒冬谷底,随着生成式AI带动高带宽存储器(HBM)及DDR5需求暴增,存储器原厂集体减产动作将进入尾声。供应链指出,由于新制程升级带来产出单位面积减损及HBM需求上修,原厂产能利用率重回九成。
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