AI热潮下内存芯片供需失衡三星等巨头收紧订单优先保障大客户需求

ITBEAR科技资讯02-01

据《日本经济新闻》报道，三星、SK海力士与美光三大DRAM芯片巨头正全面收紧存储芯片订单管理策略。这一调整源于当前内存芯片市场供需失衡的持续加剧，以及AI领域对高端芯片的爆发式需求。消息人士透露，三大厂商已启动更严格的客户审核机制，包括核实最终用户资质、订单合理性及实际需求真实性。此举旨在遏制市场存在的超额订购现象，防止渠道商囤积居奇进一步扭曲供需关系。核心矛盾在于AI产业对HBM高带宽内存的旺盛...

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AI热潮下内存芯片供需失衡 三星等巨头收紧订单优先保障大客户需求

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AI热潮下内存芯片供需失衡三星等巨头收紧订单优先保障大客户需求