存储芯片紧缺延至2028:手机与PC厂商如何消化新一轮成本冲击

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Oct 31

10月29日,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(Jaejune Kim)给出一个偏紧的判断:AI基础设施竞争和个人AI智能体(886099)普及继续推升存储需求,新增产能却难以在短期内转化为实际供应。综合多家机构判断,供应紧张可能延续至2028年。需要先分清,这是管理层预测与机构判断,不是已经确定的事实。三星自己的财报已经把矛盾摆到桌面上。2026年三季度,三星电子营业...

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