随着存储芯片成为AI数据中心扩张的关键瓶颈,科技巨头对稳定供应的需求日益迫切。 据EBN News报道,三星电子近期正与谷歌和微软就长期供应协议展开谈判。消息人士透露,三星正与微软商讨逾100亿美元的预付款安排,若采购量未达约定规模,差额将从预付款中扣除。 这一协议结构对市场的意义不止于单笔交易本身。分析人士指出,若长期协议得以落地,存储厂商将获得超过三年的需求能见度,有助于抑制价格剧烈波动、支撑...
Source Link随着存储芯片成为AI数据中心扩张的关键瓶颈,科技巨头对稳定供应的需求日益迫切。 据EBN News报道,三星电子近期正与谷歌和微软就长期供应协议展开谈判。消息人士透露,三星正与微软商讨逾100亿美元的预付款安排,若采购量未达约定规模,差额将从预付款中扣除。 这一协议结构对市场的意义不止于单笔交易本身。分析人士指出,若长期协议得以落地,存储厂商将获得超过三年的需求能见度,有助于抑制价格剧烈波动、支撑...
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