内存市场出现稳定迹象，大型科技公司需求下降或致DRAM价格回落。此前价格飙升主要因OpenAI向三星和SK海力士采购约90万片DRAM晶圆。
全球存储芯片巨头美光与英伟达达成共识，计划在2030年前打造全自动化“AI自主工厂”。通过数字孪生技术实现虚拟模拟，推动半导体制造全面自动化，减少人工介入。
SK海力士预测，受AI需求推动，内存价格将持续上涨。市场已回归理性，客户减少非理性囤货，供需趋于平衡。尽管PC和移动设备需求可能放缓，但AI相关需求将支撑内存市场增长。
SK海力士发布下一代AI优化NAND存储产品战略，针对人工智能推断市场快速增长的数据处理需求，推出系列高性能存储解决方案，以满足市场对高效处理海量数据的迫切需求。
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