与前两轮周期不同,本轮上行不再依赖个人消费端需求,而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测,2026年全球存储市场规模将比上年增长159%,达到5749亿美元,是2018年1599亿美元的3.6倍。 具体而言,他预测DRAM市场将同比增长 192%,达到4399亿美元,NAND市场将增长 88%,达到1350亿美元。
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"I feel honoured to be part of the team that can make a difference," says Squire, pictured with friend and colleague Pete Manning
"My sister told me that she was in the car when the plane crashed. The plane's tire fell on the car, and my sister was injured because the impact of the tire hit her on the head, so we rushed her to the hospital," a man told the Reuters news agency.