三星电子周四表示人工智能芯片需求依然强劲可能加剧明年供应短缺这与投资者担忧主要科技公司疯狂投入AI支出可能放缓并抑制增长

智通财经
Jul 30
三星电子周四表示人工智能芯片需求依然强劲可能加剧明年供应短缺这与投资者担忧主要科技公司疯狂投入AI支出可能放缓并抑制增长的观点相反。三星股价在财报电话会议后上涨8%SK海力士股价反弹3%。三星在一份声明中表示:“预计到2026年第二季度由于人工智能基础设施持续投入以及代理型人工智能的更广泛采用服务器领域的需求将保持强劲。”。

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