存储芯片断供风暴:手机厂商库存告急,AI服务器争抢产能

资管网
Nov 20

存储芯片战场硝烟弥漫,一边是手机厂商库存不足三周的窘迫,一边是AI服务器豪掷千金的争夺。四大原厂集体减产背景下,一场供需失衡的行业大戏正推向高潮。“部分厂商DRAM库存已低于三周,小米、OPPO、vivo等头部玩家纷纷暂缓本季度存储芯片采购。”11月中旬,这一消息在手机产业链不胫而走。面对三星、美光等原厂接近50%的涨幅报价,消费电子厂商们陷入两难境地。与此同时,AI服务器厂商却愿意以高出30%...

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