铠侠社长：AI需求与IT泡沫不同
2026-06-05 02:34:00
铠侠社长早坂在接受采访时表示，当前 AI 催生的特殊需求“与过去的 IT 泡沫在根本上不同”。据Odaily星球日报报道，由于市场环境已从以往以现货交易为主的模式发生巨变，运营数据中心的巨型 IT 企业等接连提出跨越多个年度的长期合同意向，这已成为确立经营基础的机会。铠侠为全球第三大 NAND 生产商，仅次于三星存储、SK 海力士，当前市值为 1780 亿美元。
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