存储芯片荒波及手机供应链高通与Arm业绩指引令市场不安

格隆汇02-05

2月5日，高通与Arm的股价在公布季度财报后大幅下跌，主要原因是市场担忧存储芯片短缺将抑制电子行业的增长。周三晚间的盘后交易中，两家公司的股价跌幅均超过8%。高通作为智能手机处理器的最大制造商，而Arm则主要依靠手机行业的专利权费，两家公司管理层均发出信号称，存储芯片的供应限制将制约手机产量。目前人工智能基础设施的史无前例的扩建正导致存储芯片短缺，因为这些组件能帮助计算机管理数据。制造商目前将产能...

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存储芯片荒波及手机供应链 高通与Arm业绩指引令市场不安

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存储芯片荒波及手机供应链高通与Arm业绩指引令市场不安