中芯预计内存短缺将在明年影响汽车和手机

财经实验室TheF...
Nov 15, 2025

中芯国际警告表示,内存短缺可能会在2026年限制汽车和消费电子产品的生产。中芯国际联合首席执行官赵海军表示,中国企业对向中芯国际下达明年年初的订单变得更为谨慎,因为他们不确定能否为产品获得足够的所需内存。部分不确定性源于预计内存价格将飙升,这反映出人工智能相关应用的强劲需求。中芯国际赵海军在周五财报电话会议上向分析师表示:“不论是汽车制造商、智能手机,还是消费电子领域,所有使用内存的企业明年都将...

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