内存已不缺!宏碁董事长:PC仅有2类关键零件仍供货吃紧

格隆汇
Yesterday
宏碁董事长陈俊圣指出,内存供应商频频出面喊话说看好涨势一路到2027年,连苹果都妥协接受三星合约价调涨,对此现象,他直言在反托拉斯的规范下,业者只能透过放话这种信号互相喊话,懂得就会看懂。面对内存缺货消息,他表示:“没有啦!怎么可能一路缺下去,大陆产能一直出来,已经完全没有缺货问题,合约价现在是高档震荡,价格涨涨跌跌稍感混乱,有人报高有人报低。”市场关心PC价格调涨何时到顶?陈俊圣表示,2027年首季价格还有调升机会,但现在处于价格混乱期,升幅应该是越来越窄,他从半导体扩张产能开出预计在2027年中推测,零组件价格届时可能会处于高点,随后进入稳定状态,接下来看看能不能下半年往下调,但他坦言反转点谁也不知道。陈俊圣一向精准掌握零组件价格趋势,他指出,部分零件如LPDDR5或DDR5 9600要搭配N1或N1X的内存还有缺,但更多是供过于求如DDR4,卖的人多但买的人少。

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