Serenity:存储芯片长期需求前景明确,但市场仍担忧 AI 投资可持续性及融资风险

链捕手
Oct 17

ChainCatcher 消息,白毛股神 Serenity 表示,存储芯片行业正获得前所未有的长期需求可见性,谷歌等大型云服务商甚至寻求签订期限延伸至 2035 年的长期供应协议,但市场仍受到 AI 基础设施投资可持续性及融资风险等担忧的影响。

Serenity 同时援引戴尔 CEO 迈克尔·戴尔的观点称,存储芯片供应短缺可能持续约 4 年,新增晶圆厂建设周期较长,相关产能预计要到 2029 年至 2030 年才能释放。戴尔预计,2027 年存储芯片供需失衡情况可能进一步恶化。

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