近日,路透社一项基于近40位行业人士(包括17位芯片制造商及分销商高管)的深度调查显示,全球正面临一场不断加剧的内存芯片短缺危机。这场危机已从产业供应链问题演变为波及广泛的‘完美风暴’:需求侧,微软、谷歌、字节跳动等科技巨头正争抢美光、三星的有限产能以支撑 AI 算力建设;消费端,国产智能手机品牌已发出涨价预警,东京电子零售店甚至对内存产品实施了罕见的限购。危机覆盖全品类内存产品,从U盘、手机闪存...
Source Link近日,路透社一项基于近40位行业人士(包括17位芯片制造商及分销商高管)的深度调查显示,全球正面临一场不断加剧的内存芯片短缺危机。这场危机已从产业供应链问题演变为波及广泛的‘完美风暴’:需求侧,微软、谷歌、字节跳动等科技巨头正争抢美光、三星的有限产能以支撑 AI 算力建设;消费端,国产智能手机品牌已发出涨价预警,东京电子零售店甚至对内存产品实施了罕见的限购。危机覆盖全品类内存产品,从U盘、手机闪存...
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