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8月，全球半导体销售额环比增长4.4%，同比增长21.7%。
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安世半导体（Nexperia）产品需求激增，公开市场有限的物料价格亦大幅上涨，且随着库存消耗，价格呈现动态波动。
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务器内存需求持续推动DDR5市场增长，而PC市场仍显疲软，亟待新一轮硬件升级周期。
市况快闪2025.10.14
有报告显示，美光已停止接收渠道合作伙伴的DDR4订单，将供应资源专供直接客户——推测为数据中心基础设施建设商。
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