存储短缺白热化，科技巨头开始驻韩"抢芯"

腾讯自选股综合2025-12-26

据首尔经济日报报道，随着全球AI算力竞争白热化，HBM（高带宽内存）等高性能内存成为关键战略资源。微软、谷歌、Meta等科技巨头已将采购核心团队常驻韩国，全力争夺三星和SK海力士的有限产能，而两大韩企先进产线已处于满负荷运转状态，难以满足全部需求。为强化供应链优势，科技公司正加速将采购与供应链管理岗位向亚洲转移，招聘兼具技术与商务能力的专家。谷歌近期已解雇部分采购负责人，原因是未能提前签订长期协议...

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