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全球DRAM短缺持续，新加坡芯片制造业迎发展热潮

计算机内存硬件供不应求，其效益或将“贯穿整个价值链”

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Young Zhan Heng

Young Zhan Heng

Published Tue, Jan 20, 2026 · 07:26 PM
    • 市场普遍认为，这类存储芯片的短缺将持续到今年年底，甚至可能更久。
    • 市场普遍认为，这类存储芯片的短缺将持续到今年年底，甚至可能更久。 图片来源：商业时报资料图

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    【新加坡】由于全球动态随机存取存储器（DRAM）芯片持续短缺，新加坡制造业将从中受益。预计此次短缺将至少再持续一年。

    DRAM 是最常见的 RAM 类型，用于手机和个人电脑等科技产品。作为市场上基准且速度最快的版本，DDR5 DRAM 的价格自去年10月起开始真正进入上升通道。

    根据 Bloomberg 的数据，该硬件的合约价格在去年12月升至3.45美元，较10月份大幅上涨28.7%，较2025年1月更是上涨了40.2%。

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