高通也被“卡脖子”了

芯调查
Feb 07

高通这次被市场狠狠“教育”了一下,但问题并不在需求,而是在内存。2月5日财报发布后,高通股价大跌8%,CEO 克里斯蒂亚诺·阿蒙在电话会上直言:业绩压力“100%跟内存有关”。不是手机卖不动,而是——没内存,手机就造不出来。过去一年,智能手机、PC、可穿戴设备常用的 DRAM 供应明显下降。原因很简单:内存厂商把产能几乎全部投向了数据中心,尤其是AI 服务器所需的高带宽内存(HBM)。留给消费电子...

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