三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌

华尔街见闻
Jan 29

全球两大DRAM芯片制造商三星电子与SK海力士周四发出警告,由AI数据中心建设驱动的强劲需求,正在挤占用于传统消费电子产品的存储芯片产能,这可能导致全球PC与智能手机面临供应短缺。 这两家合计占据全球约三分之二DRAM市场份额的巨头表示,为优先满足利润率更高的高端服务器存储芯片(如HBM)订单,用于个人电脑和手机的常规DRAM芯片供应将持续紧张。苹果等主要消费电子品牌是其核心客户,供应链风险正在...

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