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庆桂显说，全球存储产能预计将在明年下半年飙升至每月600兆片晶圆的庞大规模，这种供给端的主动激增最晚会在2028年上半年导致整个半导体周期发生深刻逆转。　　更长远的风险在于，如果亚马逊、微软、谷歌等科技巨头在AI领域的资本支出回报率未达预期，引发投资规模的阶段性踩刹车，届时不仅是价格大跌，2028年后全球对存储芯片的实质性需求本身也有可能出现萎缩。　　他还强调，韩国虽然占据了DRAM市场70%的份

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