谷歌与OpenAI算力洪流将DRAM/NAND需求推向指数级扩张美光(MU.US)迎接“AI基建超级红利”

智通财经2025-12-17

【谷歌与OpenAI算力洪流将DRAM/NAND需求推向指数级扩张美光(MU.US)迎接“AI基建超级红利”】智通财经APP获悉，在“存储超级周期”这一无比强劲的牛市逻辑强劲驱动之下，美国存储芯片巨头美光科技(MU.US)的股价今年迄今大幅上涨约180%。美光为了能够将存储产能专注于为正在大规模新建的大型AI数据中心提供需求呈现“指数级扩张”的存储芯片，甚至在12月初期宣布停止向PC/DIY市场的个人消费者们销售存储产品，凸显出随着全球AI基建热潮如火如荼，企业端对于高性能数据中心级别DRAM与NAND系列产品的需求持续激增。

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谷歌与OpenAI算力洪流将DRAM/NAND需求推向指数级扩张 美光(MU.US)迎接“AI基建超级红利”

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谷歌与OpenAI算力洪流将DRAM/NAND需求推向指数级扩张美光(MU.US)迎接“AI基建超级红利”