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存储器合约价飙升！预计2027年占CSP主要支出比重68%_我的网站

A |     8月26日消息，根据TrendForce集邦咨询最新存储器产业研究，全球主要云端服务供应商（CSP）正加速建设AI基础设施，其资本支出预计在2026年将年增98%，2027年再增长50%。

B |     Russia is represented by a diplomatic delegation led by Foreign Minister Sergei Lavrov. According to Lyudmila Vorobieva, Russia’s ambassador to the Southeast Asian nation, so far Indonesia has been successful in creating a platform for inclusive dialogue within the G20.,Sputnik: There have been calls from the West to ban Russia from the G20 because of Moscow’s special military operation in Ukraine, but Indonesian officials have underlined that Russia is still welcome to participate in the Group of Twenty meetings, which have been going on since the beginning of the year, and the summit scheduled for November. How important is the G20 for Indonesia, and what is the atmosphere like at the meetings?,Lyudmila Vorobieva: Of course, the G20 presidency is important for Indonesia as it's raising the profile of Indonesia, which actually is one of the leading countries in the Muslim world, and a former APEC leader. And now Indonesia is chairing the G20. And it's very important that Indonesia is making the voice of developing countries heard in the G20, and in the world, and representing the interests of the developing countries. And from the very beginning, our country has supported the Indonesian G20 presidency and the priorities that have been identified by Indonesia, which are very relevant to the global economic and financial situation. We appreciate the position of the Indonesian government that it is a forum that should be inclusive and that should concentrate on the economic and financial agenda and not drag in political issues that are divisive. So far the Indonesian presidency has been successful. There have been a lot of meetings already in different areas and Russia has been participating actively in these meetings, and that's our intention so far.,Sputnik: Moscow is very far away from Jakarta, but there are at least a few local NGOs that are friendly towards Russia. Some of them, such as the Gagarin Regiment and the Asian African Youth Government, openly express support for Russia’s special military operation in Ukraine. Why is that?,Lyudmila Vorobieva: What we see here in Indonesia is that according to the polls, 80% of the population of Indonesia support Russia. There is a trend in the social media that people use “ura” (Russian war cry – Sputnik Ed.) to express their support for Russia. There are several reasons for that. First of all, of course, there are some anti-Western feelings, and anti-colonial feelings as well. The colonial past of Indonesia is still quite fresh in the memory of people and the atrocities committed by the Dutch colonizers are also quite fresh in the memories and in the hearts of Indonesian people. The second reason, I would say, is the personal popularity of our president here. President Putin is a leader that many Indonesians admire and would like to see him visiting Indonesia in the near future. And the third reason, I would say, is that Indonesians are aware that Russia has a big Muslim population, which are not immigrants - they are people who have been living in Russia for centuries, and they support the policy of President Putin. So, the combination of these reasons influenced the feelings of Indonesians towards Russia, and towards what we are doing in Ukraine.,Sputnik: Indonesia is a nation that has chosen an independent approach to the issue of sanctioning Russia by refusing to follow orders from Western countries. What are the areas in which Moscow and Jakarta cooperate economically, and which projects might we see developing in the near future?,Lyudmila Vorobieva: Last year, we saw more than 40% growth in trade turnover between Russia and Indonesia. And this year the trend is also very positive, with growth of more than 60%. Of course, it is not enough, we can do much more. But if the trend continues, we will reach five billion US dollars in trade turnover by the end of this year. This target was set by our presidents when they met in Sochi in 2016. We have joint investment projects. We can do much more, but that has been successfully going on. One of the projects is the construction of an oil refinery in Java, exploration and exploitation of oil and gas fields. There are success stories, such as an IT company that operates online service called Taxi Maxim in Indonesia, covering more than 60 cities in Indonesia. We are also discussing with our Indonesian partners more projects in energy, in shipbuilding, aircraft building, IT, pharmaceuticals, health care, and many others.,Indonesian NGO Head Backs Russia’s G20 Participation, President Putin’s Attendance at Bali Summit28 May, 09:03 GMT,Sputnik: At the end of June, when Indonesian leader Joko Widodo visited Moscow, Russian President Vladimir Putin said that there is a possibility of Indonesia developing relations with the Eurasian Economic Union – an economic bloc which consists of Russia, Uzbekistan, Belarus, Kazakhstan, Tajikistan, and several other nations which represent Europe and Asia. Are there any concrete details on how Jakarta reacted to this proposal?,Lyudmila Vorobieva: Well, absolutely. It's a process that has already been going on. In 2018, the Indonesian government signed a Memorandum of Understanding with the Eurasian Commission on cooperation. We established a working group to explore the possibility of entering negotiations on a free trade agreement. The result was positive and we hope that by the end of the year we will start the negotiation process on establishing a free trade zone between the Eurasian Economic Union and Indonesia.。

C |     与此同时，DRAM与NAND Flash在CSP资本支出中的合计占比，预估将从2026年的47%进一步攀升至2027年的68%。

D | 这一显著增长主要源于内存合约价格的飙升及采购需求的持续强劲。    

    具体而言，Server DRAM合约价在2025年下半年累计上涨约64%，2026年预计再涨约270%；Enterprise SSD同期上涨约35%，2026年累计涨幅预计达235%。即便进入2027年，HBM合约价仍可能上涨70%–140%，整体价格将维持高位。    

    在价格飞涨的同时，CSP对内存位元的需求也大幅增加，原厂优先保障服务器应用供应。

E |     2026年，HBM与RDIMM合计将占DRAM供应位元的51%；2027年，随着制程升级和新工厂产能释放，Server DRAM与HBM的供应位元增速有望达到27%。     这一趋势将从两个层面深刻影响AI生态：     一是成本压力传导。高昂的内存成本为NVIDIA等AI芯片厂商提供了合理的涨价理由，CSP或将进一步提高资本支出，以维系AI芯片和内存的采购规模。    二是内存架构主动调整。为应对高价格和供应配额不足，CSP将更积极地优化内存配置，例如降低单颗芯片搭载容量、调整RDIMM/HBM规格，或转向采用将模型固化在芯片中的AI ASIC方案，以保障AI基础设施建设和产品出货目标的顺利实现。    

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