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"The Exorcist: Believer" to be released earlier to avoid competing with Taylor Swift concert movie_我的网站
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%。 The opening of the movie "The Exorcist: Believer" has been moved a week earlier to avoid competition with Taylor Swift's concert movie, the producer of the horror film, Jason Blum, confirmed Thursday on social media.Blum posted the new release date of Oct. 6 on X, formerly known as Twitter, with the hashtag #TaylorWins. "The Exorcist: Believer" and Swift's concert movie based on her smash "The Eras" tour were both first scheduled to be released on Oct. 13. Fans had dubbed the pending double release "Exorswift" on social media, but the potential of "Swifties" overshadowing the demonic film —the sixth installment in "The Exorcist" franchise— proved too powerful. "Taylor Swift: The Eras Tour" smashed advanced sales records on the first day of presales for the concert movie with AMC –the movie chain distributing the film– reporting $26 million in sales on Friday. The movie "shattered records for single-day advance ticket sales revenue at AMC," the company said in a statement. The previous record of $16.9 million was held by "Spider-Man: No Way Home," which Swift beat in just three hours, AMC said.
Shortly after Swift announced the movie, AMC said they bolstered their server capacity in preparation for skyrocketing demand for tickets. After the first day of presales, the chain announced all AMC theaters nationwide will show the film four times a day on Thursday, Friday, Saturday and Sunday to meet demand. On Thursday, Swift tweeted, "The Eras Tour has been the most meaningful, electric experience of my life so far and I'm overjoyed to tell you that it'll be coming to the big screen soon. Starting Oct 13th you'll be able to experience the concert film in theaters in North America!" Reporting contributed by Gina Martinez 。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%。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。
三 | 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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