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。
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。
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