一线厂商CEO:这一轮存储超级周期,一辈子只有一次,前无古人后无来者

华尔街见闻
Feb 17

群联电子CEO潘健成警告,英伟达等巨头的需求正吞噬全球产能,导致上游原厂态度极为强势,甚至出现要求“预付3年全额货款”的极端条款。受此挤压,消费电子行业面临元器件成本暴涨与断供风险,下半年或迎倒闭潮。由于扩产受限于设备短缺及原厂策略,且AI需求尚未完全释放,这轮“前无古人”的缺货周期或将持续至2027年甚至2030年。在英伟达与台积电股价狂飙的背后,一场席卷全球电子产业链的“资源争夺战”正悄然升级...

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