蔚来、理想、特斯拉共同预警 汽车行业缺芯潮又要来了!

阿尔法工场
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导语:即使考虑所有主流存储芯片供应商,也难以满足特斯拉的需求。蔚来创始人、董事长、CEO李斌在1月做出判断,内存涨价已成为今年最大的成本压力,这是关乎全行业的大事。尽管他表示,目前内存涨价的成本压力还没有传导到终端售价,也在蔚来的承受范围内。但这种稳定比较脆弱,因为就目前的局势来看,存储芯片的紧缺预计会持续相当长的一段时间。理想汽车供应链副总裁孟庆鹏预测,2026年汽车行业存储芯片的供应满足率可能...

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