据日经亚洲,全球芯片供应短缺威胁产品发布并推高科技行业成本,个人电脑制造商惠普、戴尔、宏碁和华硕考虑首次从中国芯片制造商采购内存芯片。当前全球电子供应链正面临内存芯片的严重短缺,这种芯片是智能手机到数据中心等各类设备的关键组件。
知情人士指,惠普已开始对中国内存芯片制造商长鑫存储的产品进行认证,以拓展供应渠道。惠普计划持续监测内存芯片供应状况至2026年中期,若动态随机存取记忆体(DRAM)供应持续紧张且价格持续上涨,惠普很可能首次从长鑫存储采购产品,供应美国以外市场。
据称,戴尔担心内存价格将在今年持续飙升,因此也在对长鑫存储的DRAM产品进行认证。宏碁也对采用中国制造的内存芯片持开放态度,前提是中国签约供应商采购这些芯片。此外,华硕已要求其中国生产合作伙伴协助为部分手提电脑项目采购内存芯片。
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