內存市場出現穩定跡象，大型科技公司需求下降或致DRAM價格回落。此前價格飆升主要因OpenAI向三星和SK海力士採購約90萬片DRAM晶圓。
全球存儲芯片巨頭美光與英偉達達成共識，計劃在2030年前打造全自動化“AI自主工廠”。通過數字孿生技術實現虛擬模擬，推動半導體制造全面自動化，減少人工介入。
SK海力士預測，受AI需求推動，內存價格將持續上漲。市場已迴歸理性，客戶減少非理性囤貨，供需趨於平衡。儘管PC和移動設備需求可能放緩，但AI相關需求將支撐內存市場增長。
SK海力士發佈下一代AI優化NAND存儲產品戰略，針對人工智能推斷市場快速增長的數據處理需求，推出系列高性能存儲解決方案，以滿足市場對高效處理海量數據的迫切需求。
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