野村：存储芯片短缺或持续
2026-07-06 06:29:35
据财联社报道，野村证券分析师在最新报告中称，市场对“算力过剩”的担忧可能被夸大，存储芯片行业距离下行周期仍有较长时间。其指出，人工智能需求引发严重短缺，芯片厂商优先生产利润更高的高带宽内存（HBM），导致普通DRAM和NAND供应受限；同时半导体建设与开发周期较长，韩国芯片巨头宣布的项目数年内或难对供应产生实质影响。
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