10月29日的三星电子2026年三季度财报电话会上,存储业务负责人金在俊把供应紧张的时间表进一步拉长。他提到,AI基础设施建设竞速与个人AI智能体(886099)应用扩散,会继续推高存储芯片(886042)需求,而新增产能很难在短时间内变成有效供给。综合多家市场研究机构判断,存储芯片(886042)供应紧张预计延续至2028年。市场此前较普遍的预期是紧张看到2027年,三星管理层最新口径把关注区间...
Source Link10月29日的三星电子2026年三季度财报电话会上,存储业务负责人金在俊把供应紧张的时间表进一步拉长。他提到,AI基础设施建设竞速与个人AI智能体(886099)应用扩散,会继续推高存储芯片(886042)需求,而新增产能很难在短时间内变成有效供给。综合多家市场研究机构判断,存储芯片(886042)供应紧张预计延续至2028年。市场此前较普遍的预期是紧张看到2027年,三星管理层最新口径把关注区间...
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