存储市场要闻速递

GateNews

2026-03-05 03:11:06

Odaily星球日报讯 1. 英特尔 CEO：内存短缺问题可能要到 2028 年才能得到缓解。

机构：换机需求停歇叠加存储价格飙涨，日本 PC 出货量 3 年来首度陷入萎缩。
英伟达新品带动高端内存需求，三星、SK 海力士开启份额之争。
联想下发涨价函，部分电脑涨幅超千元。
伯恩斯坦：存储芯片涨势或在年底前后放缓。
小米确立芯片年更计划软硬一体化战略再加速。
北京量子院量子接口器件与系统团队在多模量子声学器件研究中取得重要进展。
Datadome：黄牛加剧全球 DDR5 内存短缺，机器人每小时发起超 5 万次请求。
澜起科技：核心技术人员山岗因病逝世，不会对研发经营有重大影响。
亚洲半导体巨头今年支出有望达 1360 亿美元，同比增长 25%。(金十)

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