黄仁勋:到2029年存储供应过剩的可能性不大

格隆汇
4 hours ago
存储芯片股近日遭抛售,市场弥漫着对供应过剩与需求疲软的担忧,英伟达CEO黄仁勋周四德国GTC大会期间公开反驳这一悲观论调。他明确表示:到2029年出现存储供应过剩的可能性不大。他指出,存储技术的独特之处在于“你永远可以用得更多”。黄仁勋强调,HBM在未来数年仍将是核心零组件,并提到英伟达是首家将手机用的LPDDR存储引入数据中心的公司,这种创新使其能效达到业界标准的两倍,未来将继续大量采用此类存储。

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