文|刘蕊随着人工智能基础设施建设轰轰烈烈,人们越来越感受到,存储芯片供应紧张状况可能会比预期持续更长时间。那么,这一供应短缺情况究竟会持续多久?多位半导体行业资深人士作出了相似的判断:很可能还会至少持续两到三年。内存短缺或延续至明年近年来,随着巨额资金继续投入到数据中心基础设施建设中,市场对内存芯片的需求也达到了前所未有的水平,半导体的价格也因此出现了前所未有的上涨,这种上涨趋势今年还将持续。全球...
Source Link文|刘蕊随着人工智能基础设施建设轰轰烈烈,人们越来越感受到,存储芯片供应紧张状况可能会比预期持续更长时间。那么,这一供应短缺情况究竟会持续多久?多位半导体行业资深人士作出了相似的判断:很可能还会至少持续两到三年。内存短缺或延续至明年近年来,随着巨额资金继续投入到数据中心基础设施建设中,市场对内存芯片的需求也达到了前所未有的水平,半导体的价格也因此出现了前所未有的上涨,这种上涨趋势今年还将持续。全球...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.