市况快闪2026.9.24
网络互联已成为 AI 投资周期的核心环节，大幅推高了市场对英伟达旗下基于迈络思（Mellanox）技术的 InfiniBand、Spectrum-X 以太网、ConnectX 网卡及交换机的需求。
市况快闪2026.9.22
近线存储对HDD的需求主要集中在 20TB 和 24TB 规格，其他容量的需求量则相对较少。
市况快闪2026.9.17
在中国市场，部分服务器 CPU 的价格环比涨幅超过 10%，年初至今累计涨幅已突破 40%。
市况快闪2026.9.15
对QLC与TLC NAND闪存的需求增幅持续高于供应增速，其中随着超大规模云服务和归档存储部署的增加，QLC的需求扩张速度略快。
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