马斯克：存储芯片的需求远超供应速度，价格会继续上涨

澎湃新闻17:24

马斯克认为，存储芯片是AI（人工智能）热潮最大的瓶颈。　　近日，在SpaceX上市后的首场财报电话会上，公司创始人埃隆·马斯克（Elon Musk）在谈到AI和存储芯片时表示，目前存储是AI热潮“唯一的限制因素”。　　马斯克指出，存储芯片的需求增长速度远远超过了供应增速：“存储芯片的产量每年增长约20%。正常情况下，对于任何庞大且成熟的行业来说，这都是惊人的快速成长。但你可以问问自己，需求是每年只...

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Musk）在谈到AI和存储芯片时表示，目前存储是AI热潮“唯一的限制因素”。　　马斯克指出，存储芯片的需求增长速度远远超过了供应增速：“存储芯片的产量每年增长约20%。正常情况下，对于任何庞大且成熟的行业来说，这都是惊人的快速成长。但你可以问问自己，需求是每年只...</p>\n\n<a 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Musk）在谈到AI和存储芯片时表示，目前存储是AI热潮“唯一的限制因素”。　　马斯克指出，存储芯片的需求增长速度远远超过了供应增速：“存储芯片的产量每年增长约20%。正常情况下，对于任何庞大且成熟的行业来说，这都是惊人的快速成长。但你可以问问自己，需求是每年只增长20%吗？不，需求每年增长200%，甚至更高。因此，当你的需求增长远快于供给时，根据基础经济学原理，价格会上涨而不是下跌。”　　目前，马斯克的两家公司都对采购存储芯片表现出浓厚的兴趣。今年7月，马斯克在特斯拉的财报电话会上透露，存储厂商美光以合理的供货条件向特斯拉供应了数量可观的存储芯片配额。　　在SpaceX的电话会上，马斯克还特意表达了对英伟达的感谢，称SpaceX未来的AI服务将“独家”基于英伟达系统运行，英伟达的Vera Rubin架构是“最佳AI计算架构”。　　SpaceX的资本支出在第二季度达到184亿美元，远高于市场预期的132亿美元，且其中有158.3亿美元被投入AI。　　马斯克对于存储芯片的观点反驳了部分分析师近期提出的理论，后者认为，SK海力士等公司的产能扩张会导致存储芯片供过于求并压低价格。近几个月来，市场正在激烈争论半导体超级周期能否延续，投资者对AI资本开支热潮能持续多久充满疑虑。　　资产管理公司Atreides Asset Management的CEO、美国著名私募股权投资人加文·贝克（Gavin Baker）在本周发表的最新观点也为市场注入信心。他在X（原推特）平台上写道：“博弈论表明，长期协议（LTA）很可能会保持稳固。”　　长期协议是芯片制造商通过与客户绑定多年期订单，来延续或保障其收益与利润率的一种方式。贝克认为，由于需求如此强劲，AI公司不会愿意与芯片商重新谈判条款，因为后者随时可以极其轻松地找到其他买家。　　在7月遭受重创后，芯片板块在8月行情有所回暖。不过，市场情绪仍然十分脆弱。8月5日，由于存储巨头闪迪和西部数据的财报未能满足投资者的超高期待，导致两家公司的股价在6日大跌，并令美股存储芯片板块集体承压。其中，闪迪跌6.81%，西部数据跌13.03%，SK海力士跌近5%。（文章来源：澎湃新闻）","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":"","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":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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