存储芯片持续涨价态势正在对AI芯片市场带来普遍影响。 近日多家AI芯片大厂陆续发布财报，其中存储芯片涨价成为其中备受关注的话题，这尤其表现在与手机有高度关联的高通和联发科。不仅如此，AMD和Arm也频繁被问及存储涨价对后续业绩的影响。 截至美东时间2月5日收盘，高通股价下跌8.46%、AMD下跌3.84%、Arm上涨5.7%。 面对短期内没有止涨态势的存储芯片影响，这些AI芯片大厂怎么预判...
Source Link存储芯片持续涨价态势正在对AI芯片市场带来普遍影响。 近日多家AI芯片大厂陆续发布财报，其中存储芯片涨价成为其中备受关注的话题，这尤其表现在与手机有高度关联的高通和联发科。不仅如此，AMD和Arm也频繁被问及存储涨价对后续业绩的影响。 截至美东时间2月5日收盘，高通股价下跌8.46%、AMD下跌3.84%、Arm上涨5.7%。 面对短期内没有止涨态势的存储芯片影响，这些AI芯片大厂怎么预判...
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