现实太好笑了!芯片行业到底谁在囤货

芯报告
Yesterday

讽刺的是,我们消费者不能囤货,买不到想要的产品,企业们却可以买下全球的存储产品。三大芯片制造商—美光、三星和SK海力士在芯片订单审核方面正收紧政策。包括确认最终用户的身份、订单数量,甚至询问需求的真实性。这些措施出台之际,芯片供应依然紧张,人工智能芯片制造商对HBM的需求量巨大,占用了原本用于消费级存储的产能。这三家公司变得更加严格,询问我们将向哪些客户供货、供货量是多少,以及客户的需求是否真实...

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