韩国券商：三星SK海力士存储芯片库存不足10天

央视财经09-09 10:24

韩国券商KB证券7日发布的报告显示，按今年第三季度市场测算，三星电子和SK海力士可供出货的存储芯片库存已降至不足10天的供货量。券商警告，明年存储芯片行业可能将出现史上最严重的供给紧缺。　　库存下降背后，是全球科技企业对AI基础设施的大规模持续投入。报告预计，明年全球头部云服务商AI相关投资将达1.3万亿美元，同比增长60%。预计存储芯片在AI基建投资中的占比将从去年的14%升至今年的40%，明年...

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