新闻中心

当前位置 > 新闻中心> 电脑办公 > CPU

沉默的羔羊

存储比算力更烧钱!每花100元就有68元交给DRAM和NAND_我的网站

生活广角

A |     Paris, Oct 20 (UNI) France has carried out an operation to return French nationals, 40 children and 15 women, from camps in Syria holding family members of Islamic State terrorist organization, the French foreign ministry said on Thursday.
"Today, France conducted a new operation to return French citizens who were in camps in northeastern Syria to the national territory. This operation allowed the return of 40 children and 15 women," the ministry said in a statement.
Minors were handed over to child care services, while adults were transferred to the competent judicial authorities, the ministry added.
Up to 70,000 refugees, mostly women and children from the families of Islamic State jihadists, reportedly live in a camp in the northeast of the Syrian territory controlled by the Arab-Kurdish detachments of the Syrian Democratic Forces and the United States. Among the camp's residents are not only Syrians, but also citizens of other countries, who travelled to Syria to join the Islamic State.
UNI/SPUTNIK GNK。    8月26日消息,TrendForce集邦咨询近日发布最新存储器产业研究报告,为全球云端服务商拉响成本警报。    报告预测,2027年DRAM与NAND Flash合计将占主要云端服务商资本支出的68%。这一占比从2026年的47%一路扩张到2027年的68%。

B | 这意味着云厂商每投入100元算力资本开支,就有68元被DRAM和NAND吃掉。     推高支出的主因,是存储器合约价的剧增与AI基础设施采购需求强劲。这两股力量叠加,正在将云服务商的资本支出推向新的高度。

C |          TrendForce预估,2026年全球主要CSP资本支出将年增98%,2027年再成长50%。支出扩张的驱动力来自AI基础设施的持续投入,但存储成本的急剧攀升正在不断蚕食算力投资的有效份额。    而这股存储涨势,一旦落到具体合约价上,涨幅究竟有多夸张?以服务器DRAM为例,2025年下半年合约价累计上涨约64%,2026年预计再涨约270%。

D |     企业级SSD价格同样飙升,2025年下半年累计上涨约35%,2026年累计涨幅预计达235%。HBM合约价在2027年仍可能上涨70%至140%。     价格暴涨的背后,是供给端的结构性变化。TrendForce估计,2026年HBM与RDIMM合计将占DRAM位元供应量的51%,供应商正将有限产能优先配置给服务器应用。     2027年随着制程推进和新晶圆厂放量,服务器DRAM与HBM合计位元供应量预计增长27%。对于云服务商而言,如何在“AI储存税”持续攀升的背景下控制成本结构,已是摆在桌面上的紧迫命题。

E |     

         

     【本文结束】如需转载请务必注明出处:      责任编辑:红茶     文章内容举报     

Current article:http://www.deshabisaoguonouzuo.cfd/list_2d9g/0erc4ww.html

Published on:21:07:56


文章观点支持

文章价值打分
当前文章打分0 分,共有0人打分
热门评论
热门文章