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真正的AI繁荣已至，拥抱全新周期.docxVIP

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  • 2026-06-03 发布于北京
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真正的AI繁荣已至，拥抱全新周期.docx

    GlobalMemory

    EQUITY:TECHNOLOGY

    GlobalMarketsResearch

    15May2026

    RealAIboomishere,embracethenewregime

    Expectmemorystockre-ratingdrivenbyexponentialdemandgrowthfromAI

    ExponentiallygrowingAI-drivendemandvslimitedmemorysupply

    ThememoryindustryenteredastructuralgrowthphasefollowingthelaunchofChatGPT[ownedbyOpenAI(unlisted)]inDecember2022,whichtriggeredconsiderablegrowthinGPUandHBM(high-bandwidthmemory)demand.Subsequently,theadoptionof

    Retrieval-AugmentedGeneration(RAG)andagenticAIapplicationshasaccelerateddemandforconventio

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