三星示警：内存芯片短缺将引发电子产品全行业涨价潮

爱集微01-07

三星电子公司预计，内存芯片供应短缺将推高整个电子行业的价格，包括其自身消费产品。“半导体供应方面将会出现问题，这将影响到所有人，”总裁兼全球营销主管Wonjin Lee在拉斯维加斯举行的CES消费电子展上接受采访时表示。“价格现在就在上涨。显然，我们不想把这种负担转嫁给消费者，但我们最终不得不考虑重新调整产品价格。”人工智能数据中心建设热潮带来了对高带宽内存前所未有的需求，这种利润丰厚的产品推高了...

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Lee在拉斯维加斯举行的CES消费电子展上接受采访时表示。“价格现在就在上涨。显然，我们不想把这种负担转嫁给消费者，但我们最终不得不考虑重新调整产品价格。”人工智能数据中心建设热潮带来了对高带宽内存前所未有的需求，这种利润丰厚的产品推高了三星和另一家内存制造商SK海力士公司的股价，并限制了其他用途的供应。包括戴尔科技公司和小米公司在内的多家知名品牌已发出价格上涨预警，而联想集团等其他公司去年就开始囤积内存芯片以应对价格上涨。Counterpoint Research在2025年11月预测，今年第二季度内存模块的价格将上涨50%。三星比那些无法为自己的产品生产内存的竞争对手更有优势，Wonjin Lee认为该公司将超越整个市场。“我们对2026年的前景比去年更加乐观，”他说。“随着人工智能的出现，我认为人们正在考虑升级他们的手机产品，以便能够利用这些新技术。”（校对/李梅）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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