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存储比算力更烧钱！每花100元就有68元交给DRAM和NAND_我的网站

A |     8月26日消息，TrendForce集邦咨询近日发布最新存储器产业研究报告，为全球云端服务商拉响成本警报。    

    A group photo from the 1999 donation ceremony, where Ronald Sakolsky presents $5,000 for afforestation efforts. Photo: Courtesy of Luoyang No.2 Foreign Language School
At 2:48 am on early Sunday morning, after a flight of more than 10 hours, Ronald Sakolsky arrived at Beijing Capital International Airport. As he stepped into the arrivals hall, he greeted the waiting reporters with earnest Putonghua "Wo hui lai le," meaning "I'm back."
The thrill of his homecoming had washed over him most vividly during the final moments of his flight. "When I saw the lights in Beijing as we were landing is when I realized that I am back in my second home."
Sakolsky, an American retired teacher from Pennsylvania, is visiting China from Sunday to September 1 for a journey that will take him to Beijing, North China's Inner Mongolia Autonomous Region and Central China's Henan Province. It is a reunion nearly three decades in the making.
That reunion began with a single act of generosity. In 1999, when Sakolsky arrived in China as a participant in a bilateral teacher exchange program, he was moved by Yin Yuzhen and her husband's tireless efforts to curb desertification in the Mu Us Desert in Inner Mongolia. He raised $5,000 to fund their local tree-planting initiative. The young saplings bought with the donation have since matured into more than 50,000 full-grown trees, transforming the once desolate, sandy wasteland into a thriving green landscape.
After decades of lost contact, Yin, a national model worker renowned for her desert restoration achievements, launched an online search for her American benefactor in May, hoping to reconnect with the man who helped launch her lifelong desert reclamation mission.
What followed was a remarkable wave of online support: within less than 48 hours, a nationwide search had tracked Sakolsky down. That swift effort led to their long-awaited virtual reunion, a video call that brought them face to face for the first time in 27 years.
Asked what he is most looking forward to about this journey, Sakolsky told the Global Times that "I want to see Ms Yin, see the forests, see the students I have not seen for almost 30 years, my colleagues. I want to see the Chinese people." 
The trip itself felt like a dream he never thought would come true, he added. 
Now, the dream is about to come true. Later on Sunday, Sakolsky will fly to Ordos, Inner Mongolia, the site of the transformative environmental project that bound his fate with Yin's all those years ago.
During his China visit, Sakolsky will join Yin in a new tree-planting activity. He will also hold exchanges and discussions with teachers and students from the Luoyang No.2 Foreign Language School where he once taught, and participate in official China-US teacher exchange events, according to the Xinhua News Agency. 
As he prepares to see the transformed landscape with his own eyes, Sakolsky shared with the Global Times about how much China itself has changed over the past two decades. From photographs, he said, he had already seen the barren desert he remembered turn into lush green forests; he had also heard that Luoyang has become far more vibrant and beautiful.  
"Hopefully the message gets out to the world that Chinese and Americans can work together and make a peaceful world," he said.
。    报告预测，2027年DRAM与NAND Flash合计将占主要云端服务商资本支出的68%。这一占比从2026年的47%一路扩张到2027年的68%。这意味着云厂商每投入100元算力资本开支，就有68元被DRAM和NAND吃掉。     推高支出的主因，是存储器合约价的剧增与AI基础设施采购需求强劲。这两股力量叠加，正在将云服务商的资本支出推向新的高度。         TrendForce预估，2026年全球主要CSP资本支出将年增98%，2027年再成长50%。

B | 支出扩张的驱动力来自AI基础设施的持续投入，但存储成本的急剧攀升正在不断蚕食算力投资的有效份额。    而这股存储涨势，一旦落到具体合约价上，涨幅究竟有多夸张？以服务器DRAM为例，2025年下半年合约价累计上涨约64%，2026年预计再涨约270%。    企业级SSD价格同样飙升，2025年下半年累计上涨约35%，2026年累计涨幅预计达235%。HBM合约价在2027年仍可能上涨70%至140%。     价格暴涨的背后，是供给端的结构性变化。TrendForce估计，2026年HBM与RDIMM合计将占DRAM位元供应量的51%，供应商正将有限产能优先配置给服务器应用。     2027年随着制程推进和新晶圆厂放量，服务器DRAM与HBM合计位元供应量预计增长27%。对于云服务商而言，如何在“AI储存税”持续攀升的背景下控制成本结构，已是摆在桌面上的紧迫命题。    

         

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