新思科技CEO Sassine Ghazi透露,顶级制造商的大部分内存用于人工智能基础设施,许多其他产品也需内存,导致其他市场面临短缺,因无剩余容量可用。 Ghazi还称,存储器芯片价格上涨及短缺将持续到2027年。虽然芯片公司正扩大生产规模,但至少需两年才能实现,这也是产能紧张持续的原因之一。
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