内存争夺战爆发

天天IC2025-12-26

集微网·爱集微APP，各大主流应用商店均可下载内存产品持续短缺，迫使包括微软、谷歌和Meta在内的科技巨头将采购主管派驻韩国，与此同时，与三星等旷日持久的谈判仍在继续。内存产品（尤其是HBM和LPDDR）的持续短缺，迫使谷歌、微软、Meta和其他超大规模数据中心运营商不得不向三星、SK海力士和美光等主要内存解决方案供应商卑躬屈膝，旷日持久的采购谈判使得这些公司的韩国总部变成了一片繁忙的景象。据韩国...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226183905a6d25aa3&s=b><strong>天天IC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP，各大主流应用商店均可下载内存产品持续短缺，迫使包括微软、谷歌和Meta在内的科技巨头将采购主管派驻韩国，与此同时，与三星等旷日持久的谈判仍在继续。内存产品（尤其是HBM和LPDDR）的持续短缺，迫使谷歌、微软、Meta和其他超大规模数据中心运营商不得不向三星、SK海力士和美光等主要内存解决方案供应商卑躬屈膝，旷日持久的采购谈判使得这些公司的韩国总部变成了一片繁忙的景象。据韩国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226183905a6d25aa3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2108987350.USD","symbol_name":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) 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erupts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"MSFT":1.91,"GOOGL":1.93,"AAPL":0.76,"META":1.87,"HBM":0.76,"USJW.SI":0.6},"content_text":"集微网·爱集微APP，各大主流应用商店均可下载内存产品持续短缺，迫使包括微软、谷歌和Meta在内的科技巨头将采购主管派驻韩国，与此同时，与三星等旷日持久的谈判仍在继续。内存产品（尤其是HBM和LPDDR）的持续短缺，迫使谷歌、微软、Meta和其他超大规模数据中心运营商不得不向三星、SK海力士和美光等主要内存解决方案供应商卑躬屈膝，旷日持久的采购谈判使得这些公司的韩国总部变成了一片繁忙的景象。据韩国一份最新报告显示，微软高管近期访问了SK海力士，商讨一项新的以内存为重点的长期协议（LTA）。然而，因对方拒绝按其要求提供内存产品，微软高管“愤然离席”。由于三星等HBM产能已满负荷运转，微软、谷歌和Meta等AI超大规模数据中心运营商目前正不设上限地下订内存相关订单，接受任何价格的HBM订单。即便如此，这些个案与谷歌内部的愤怒相比也显得微不足道。谷歌需要HBM来构建其定制的AI加速器TPU。事实上，由于美光等拒绝其额外的HBM采购请求，谷歌解雇了一名采购主管。值得注意的是，三星目前为谷歌的TPU提供约60%的HBM。据说，谷歌认为该主管缺乏远见，未能提前签署长期协议，对此负有个人责任。当然，像当前内存短缺这样严重的危机出现时，也蕴藏着大量的机遇。大型科技公司目前正在亚洲扩大招聘规模，尤其是采购经理，以更好地管理其供应链。事实上，谷歌最近甚至发布了全球存储产品经理的招聘信息，寻求一位数据中心存储产品（例如DRAM和NAND闪存）的采购策略专家。同样，Meta也计划招聘专门的存储芯片全球采购经理。当然，持续的短缺也影响到苹果等科技巨头，苹果现在被迫为其LPDDR5X内存支付高达230%的溢价。苹果与一些主要内存解决方案供应商签订的长期协议（LTA）也将在2026年1月到期，这将为新一轮的价格上涨埋下隐患。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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