DRAM缺货潮或持续至2027年 全球存储巨头目标价再迎上调 episode artwork

EPISODE · Nov 20, 2025 · 2 MIN

DRAM缺货潮或持续至2027年 全球存储巨头目标价再迎上调

from 科技热点新闻

1.周四,全球存储芯片大厂、韩国SK海力士的目标股价再迎上调; 2.KB证券指出,到2027年,DRAM市场将转为“供应商主导”格局,30年来存储需求首次进入繁荣周期;  3.该行还预计,DRAM供需失衡将至少持续两年。

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DRAM缺货潮或持续至2027年 全球存储巨头目标价再迎上调

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