存储芯片市场正经历一场由AI浪潮引发的供给侧剧变,卖方市场的强势回归令买家不得不接受前所未有的苛刻条款。 据科技媒体Digitimes等多方消息显示,供应链知情人士透露,闪迪已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式:要求客户支付全额现金预付款,以锁定未来1至3年的供应配额。 尽管条款严苛,但面对AI基础设施建设对存储设备的刚性需求,部分云服务供应商(CSP)正在考虑接受这一条件,...
Source Link存储芯片市场正经历一场由AI浪潮引发的供给侧剧变,卖方市场的强势回归令买家不得不接受前所未有的苛刻条款。 据科技媒体Digitimes等多方消息显示,供应链知情人士透露,闪迪已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式:要求客户支付全额现金预付款,以锁定未来1至3年的供应配额。 尽管条款严苛,但面对AI基础设施建设对存储设备的刚性需求,部分云服务供应商(CSP)正在考虑接受这一条件,...
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