全球内存陷入大缺货,高通、Arm齐发预警:芯片将挤压智能手机产能

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全球高带宽内存(HBM)短缺正从数据中心迅速向消费电子领域蔓延,智能手机行业已成为首要承压环节。这场由人工智能基础设施需求激增引发的“内存危机”,正在对全球电子产品供应链形成结构性冲击。 全球最大智能手机芯片生产商高通与英国半导体设计企业Arm Holdings相继发出预警,指出HBM的持续短缺将直接限制智能手机产量。作为全球最大的智能手机处理器供应商,高通首席执行官Cristiano Amon在...

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