EDA巨头:AI基建吞噬世界产能 存储芯片紧缺或持续到明年 episode artwork

EPISODE · Jan 27, 2026 · 2 MIN

EDA巨头:AI基建吞噬世界产能 存储芯片紧缺或持续到明年

from 科技热点新闻

1.新思科技首席执行官盖思新预测,存储芯片价格上涨和供应紧张的情况可能持续到2027年;2.盖思新指出,尽管主要厂商计划扩大产能,但从投资到产线投产至少需要两年时间,这也是紧缺格局可能长期持续的原因之一。

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EDA巨头:AI基建吞噬世界产能 存储芯片紧缺或持续到明年

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