三星、海力士突改规则,硅谷巨头被迫“按月结账”?AI 正在制造一场新的硬件危机

橙芯视界
Feb 08

2026 年 2 月,全球半导体供应链传来了一则令业界不安的消息。为了争夺紧缺的 AI 存储资源,曾经掌握绝对话语权的北美科技巨头(Google, Meta, Microsoft, Amazon)正在失去定价权。据最新报道,存储三巨头(三星、SK 海力士、美光)已开始推行一种全新的“后结算”机制,并拒绝签署长期固定价格合约。与此同时,高通在最新的财报电话会议中发出的库存预警,进一步证实了这场由 ...

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