EPISODE · Jan 26, 2026 · 17 MIN

記憶體關鍵重點

from Can 定賺 (Can Definitely Win) · host Dalia

記憶體產業進入由 AI 驅動的結構性擴張週期，指出供需失衡將延續至 2027 年。受惠於雲端業者與伺服器需求的剛性支撐，南亞科等大廠預期產品報價將大幅調升，其中 DDR4 與 DDR5 供給短缺尤為顯著。NAND Flash 市場也因 AI 推理與 pSLC 技術轉向，導致顆粒消耗量激增並推升採購成本。報告同時揭示主要供應商如三星與 SK 海力士，正將產能重心轉移至高毛利的 HBM 產品，進一步壓擠一般市場供給。儘管部分分析師對產能規劃持保守看法，但整體趨勢顯示記憶體已從週期性商品轉化為戰略性物資，估值邏輯正發生質變。南亞科對此積極規劃新廠建設與製程升級，以因應這波長期供不應求的獲利黃金期。 -- Hosting provided by SoundOn

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記憶體關鍵重點

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