群联电子首席执行官潘健成近日发出警告,DRAM内存与NAND闪存的市场短缺状况远超业界预期,且这一结构性供需失衡问题或将延续至2030年后。他指出,当前晶圆代工厂在供应链中占据绝对主导地位,甚至要求客户预付未来三年产能款项,这种前所未有的交易模式凸显了供应端的强势地位。据行业内部估算,存储芯片短缺局面至少将持续至2030年,部分分析甚至认为危机可能延续十年之久。潘健成特别提到,英伟达即将推出的...
Source Link群联电子首席执行官潘健成近日发出警告,DRAM内存与NAND闪存的市场短缺状况远超业界预期,且这一结构性供需失衡问题或将延续至2030年后。他指出,当前晶圆代工厂在供应链中占据绝对主导地位,甚至要求客户预付未来三年产能款项,这种前所未有的交易模式凸显了供应端的强势地位。据行业内部估算,存储芯片短缺局面至少将持续至2030年,部分分析甚至认为危机可能延续十年之久。潘健成特别提到,英伟达即将推出的...
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