中芯国际:人工智能对存储的强劲需求挤压了手机等其他应用领域

36氪
Feb 11

中芯国际高管今日在业绩说明会上表示,近期看到人工智能对于存储的强劲需求,挤压了手机等其他应用领域,特别是中低端领域能拿到的存储芯片供应,使这些领域的终端厂商面临存储芯片供应量不足和价格的压力。即使终端厂商可以通过调整价格的方式来消化成本上涨的压力,也会导致对终端产品需求的下降。综合以上因素,使得晶圆厂收到的中低端订单减少,但与AI、存储、中高端运用相关的订单是增加的。(第一财经)

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