一 | 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。
二 | 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%。 JERUSALEM -- Since Israel activated the Iron Dome in 2011, the cutting-edge rocket-defense system has intercepted thousands of rockets fired from the Gaza Strip.The system has given residents a sense of security, and Israelis can often be seen watching the projectiles flying through the skies and destroying their targets overhead.But the current war with Hamas might be its stiffest challenge yet.In just two weeks, Hamas has fired 7,000 rockets toward Israel, according to the Israeli military. That is more than any of the previous four wars fought between Israel and Hamas since the militant group seized power in Gaza in 2007. On Oct. 7 alone, the first day of fighting, Hamas launched at least 2,000 rockets, according to data from West Point. Lebanon's Hezbollah has also fired hundreds of rockets along Israel's northern front since the fighting began.Most of the rockets have been intercepted. But some have managed to get through, killing at least 11 people and hitting buildings as far away as Tel Aviv, according to Israeli officials.Here is a look at the accomplishments — and limitations — of the Iron Dome.The Iron Dome is a series of batteries that use radars to detect incoming short-range rockets and intercept them.Each battery has three or four launchers, 20 missiles, and a radar, according to Raytheon, the U.S. defense giant that co-produces the system with Israel's Rafael Defense Systems.Once the radar detects a rocket, the system determines whether the rocket is headed toward a populated area. If so, it launches a missile to intercept and destroy the rocket. If the system determines the rocket is headed to an open area or into the sea, it is allowed to land, thus conserving missiles. According to the military, all interceptions occur in Israeli airspace.The military declined to comment on how many Iron Dome batteries are currently deployed. But as of 2021, Israel had 10 batteries scattered around the country, each able to defend a territory of 60 square miles (155 square kilometers), according to Raytheon. It is roughly 90% effective, according to Rafael.But it can get overwhelmed if a mass barrage of rockets is fired, allowing some to slip through. While it has performed well so far, the risk could be raised if Hezbollah enters the war. Hezbollah has an estimated 150,000 rockets and missiles.Each missile costs an estimated $40,000 to $50,000, according to the Institute for National Security Studies, a Tel Aviv think tank.The U.S. has invested heavily in the system, helping with development costs and replenishing it during times of fighting.President Joe Biden has said he will ask Congress for $14.3 billion in military aid for Israel. The majority of that would help with air and missile defense systems, according to the White House.“We’re surging additional military assistance, including ammunition and interceptors to replenish Iron Dome,” Biden said.___Find more of AP’s coverage at https://apnews.com/hub/israel-hamas-war。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。
三 | TrendForce预估，2026年全球主要CSP资本支出将年增98%，2027年再成长50%。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%。
四 | 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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