消息称PC大厂惠普、华硕、宏碁已开始使用长鑫内存芯片

凤凰网科技08-04

长鑫存储凤凰网科技讯北京时间8月4日，据《日经亚洲》报道，在AI基础设施需求引发空前内存芯片短缺的背景下，PC大厂惠普、华硕和宏碁已开始采用少量长鑫存储芯片。据多位知情人士透露，多家大型PC制造商已于今年年中前后，完成了长鑫存储DRAM内存芯片的认证流程，并已开始在笔记本电脑中有限度地使用该芯片。知情人士称，截至目前，这些PC公司采用长鑫存储芯片的数量以及搭载这些芯片的笔记本电脑型号仍非常有限，...

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北京时间8月4日，据《日经亚洲》报道，在AI基础设施需求引发空前内存芯片短缺的背景下，PC大厂惠普、华硕和宏碁已开始采用少量长鑫存储芯片。据多位知情人士透露，多家大型PC制造商已于今年年中前后，完成了长鑫存储DRAM内存芯片的认证流程，并已开始在笔记本电脑中有限度地使用该芯片。知情人士称，截至目前，这些PC公司采用长鑫存储芯片的数量以及搭载这些芯片的笔记本电脑型号仍非常有限，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8vJX5V2Mcqa\">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":"SOXX","symbol_name":"iShares费城交易所半导体ETF","start_time":0,"source_url":"https://tech.ifeng.com/c/8vJX5V2Mcqa","article_id":"2656821865","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2656821865","pubTimestamp":1785821521,"columns":[],"sourceInfo":{"source_id":"ifeng_tech","name":"凤凰网财经"},"weMediaInfo":null,"summary":"长鑫存储凤凰网科技讯 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北京时间8月4日，据《日经亚洲》报道，在AI基础设施需求引发空前内存芯片短缺的背景下，PC大厂惠普、华硕和宏碁已开始采用少量长鑫存储芯片。据多位知情人士透露，多家大型PC制造商已于今年年中前后，完成了长鑫存储DRAM内存芯片的认证流程，并已开始在笔记本电脑中有限度地使用该芯片。知情人士称，截至目前，这些PC公司采用长鑫存储芯片的数量以及搭载这些芯片的笔记本电脑型号仍非常有限，因为长鑫存储正将其大部分产能优先供应给中国客户。采用长鑫存储芯片的笔记本电脑型号，目前主要在非美国市场销售。两名知情人士表示，这些PC厂商在使用长鑫存储芯片方面也采取了较为克制的态度，因为它们担心如果大规模采用，可能会激怒全球主要内存芯片制造商美光、三星电子和SK海力士。“全球前三大内存芯片制造商占据了超过90%的市场份额，”一位直接了解相关情况的大型PC厂商高管对《日经亚洲》表示，“PC厂商在使用长鑫存储芯片方面必须非常谨慎且保持低调。毕竟，现在是一个卖方市场。我们目前还不敢从长鑫存储采购太多。”不过，惠普等公司的采购对长鑫存储来说仍是一项重大胜利。该公司近期在上海科创板上市，目前市值已超过美国芯片制造商英特尔。“尽管PC厂商仅在入门级机型中使用极少量的长鑫存储DRAM芯片，但他们并不想忽视一个潜在的重要供应来源，尤其是在市场供应如此紧缺的背景下。”一家向惠普和华硕供货的供应链经理向《日经亚洲》表示。另一位行业高管表示，部分PC厂商已获得了额外的CPU供应，目前正竞相锁定更多内存以与之配套，这使得他们对包括长鑫存储在内的任何可用供应商都持更加开放的态度。“毕竟，在当前市场供应极度紧张的情况下，PC厂商仍希望与所有可用供应商合作。”该人士表示。宏碁对此回应称：“我们不会披露供应商信息，但我们一直与多家全球制造商和供应商保持密切联系，以动态调整运营，应对零部件价格变化。我们与多家制造商和供应商合作，以增强供应链韧性。”截至发稿，华硕不予置评。惠普和长鑫存储未回应《日经亚洲》的置评请求。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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":"CCBot/2.0 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