是的_老虎社区_美港股上老虎

是的

新思科技CEO预计存储器芯片短缺将持续到2027年

1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树

新思科技CEO预计存储器芯片短缺将持续到2027年

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":532732189038280,"tweetId":"532732189038280","gmtCreate":1771080691106,"gmtModify":1771080693269,"author":{"id":3475643264312099,"idStr":"3475643264312099","authorId":3475643264312099,"authorIdStr":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>是的</p></body></html>","htmlText":"<html><head></head><body><p>是的</p></body></html>","text":"是的","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/532732189038280","repostId":2606760542,"repostType":2,"repost":{"id":"2606760542","kind":"highlight","pubTimestamp":1769481026,"share":"https://www.laohu8.com/m/news/2606760542?lang=zh_CN&edition=full","pubTime":"2026-01-27 10:30","market":"hk","language":"zh","title":"新思科技CEO预计存储器芯片短缺将持续到2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2606760542","media":"格隆汇","summary":"1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","content":"<html><body><div>\n<p>1月27日，<span>半导体</span>设计公司<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于<span>人工智能</span>基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新思科技CEO预计存储器芯片短缺将持续到2027年</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新思科技CEO预计存储器芯片短缺将持续到2027年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-27 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/01/27103055329772.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/01/27103055329772.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4535":"淡马锡持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4588":"碎股","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","SNPS":"新思科技","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4023":"应用软件","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4543":"AI","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC"},"source_url":"https://usstock.jrj.com.cn/2026/01/27103055329772.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606760542","content_text":"1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"SNPS":1.95}},"isVote":1,"tweetType":1,"viewCount":170,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}