英伟达首席执行官黄仁勋周四对CNBC表示，尽管过去一周存储芯片股遭遇抛售，市场担忧供过于求和需求疲软，但到2029年出现内存供应过剩的可能性不大。
Nvidia CEO Jensen Huang told CNBC Thursday that a surplus of memory supply is unlikely by 2029, despite a sell-off in memory stocks over the past week amid concerns about oversupply and weakening demand.
“内存的一大优势在于，你永远可以用得上更多的内存，”黄仁勋在公司GTC柏林大会间隙接受CNBC记者Arjun Kharpal的广泛采访时表示。他补充说，高带宽内存（HBM）作为一种随机存取存储器（RAM），未来多年仍将被使用。
"One of the things that's really great about memory is that you can always use more of it," Huang told CNBC's Arjun Kharpal in a wide-ranging interview on the sidelines of the company's GTC Berlin conference. He added that HBM, a type of random access memory, or RAM, will be used for years to come.
他还补充道：“我们是全球首家将LPDDR内存——即用于手机的内存——引入全球数据中心的公司，这使我们能够提供比当今世界上任何产品都高出一倍的能效性能，因此我们也将继续大量使用它们。”
"We're the first company in the world to put LPDDR memory — what goes into your cell phones — into the world's data centers, and it's enabled us to deliver performance that's twice as energy efficient as anything in the world today, and so we're going to continue to use abundant amounts of them as well," he added.
过去一周，存储芯片股遭受重创，缘起10月15日韩国一家知名出版物刊发的一篇评论文章，文章敦促韩国政府为人工智能热潮放缓做好准备。
Memory stocks have taken a battering in the past week after an opinion column published in a prominent South Korean publication on Oct. 15 urged the country's government to brace for a deceleration in the AI boom.
据CNBC翻译，该专栏援引两位专家的话称，预计将出现“大量新增供应”，这将在2029年将存储市场变成“红海”。“超级周期可能结束，行业可能在2029年进入下行周期，”他们写道。
The column cited two experts who said they expect to see a "flood of new supply," which will turn the memory market "into a red ocean" in 2029, per CNBC's translation. "The supercycle could be over, and the industry could enter a downturn," by 2029, they wrote.
内存是英伟达芯片的核心组件，供应过剩可能压低价格，冲击SK海力士、三星和美光等生产厂商的利润率。
Memory is a core component of Nvidia's chips, and a glut of supply could push prices lower and hit profit margins for the companies that make the product, such as SK Hynix, Samsung, and Micron.
SpaceX和特斯拉首席执行官埃隆·马斯克当时回应该文章称，中国“将在2028年制造大量内存”。此次存储芯片抛售还受到中国长鑫存储技术（CXMT）宣布新设计架构可能带来更高效率的推动。该消息加剧了投资者担忧，即长鑫存储可能从SK海力士、三星和美光等竞争对手手中夺取市场份额。
SpaceX and Tesla CEO Elon Musk responded to the article at the time, saying that China "will be making a LOT of RAM in 2028." The memory selloff was also driven by China's ChangXin Memory Technologies, or CXMT, which announced new design architecture that could lead to greater efficiencies. The announcement added to investor concern that CXMT could take market share from rivals SK Hynix, Samsung, and Micron.
黄仁勋周四在被问及是否计划与长鑫存储（CXMT）合作并使用其内存产品时表示：“我们持开放态度。我们与中国公司合作；几乎全世界都在供应链的某个环节与中国公司合作。”
"We're open-minded," Huang said Thursday when asked about whether he plans to partner with CXMT and use its memory product. "We work with Chinese companies; just about the whole world works with Chinese companies in the supply chain somewhere." "China is incredible at the fundamental infrastructure technology, and no country collectively is better at manufacturing than China, and so we have to take their capabilities very seriously," he added.
他补充道：“中国在基础设施技术方面极其出色，没有哪个国家在制造业方面能集体超越中国，因此我们必须非常重视他们的能力。”
U.S. regulation 'accelerated' China's chip advancements Huang also told CNBC that China's advancements in the semiconductor industry are due to mounting U.S. regulations, which pushed the country to speed up its own chip technology and manufacturing.
黄仁勋还告诉CNBC，中国半导体行业的进步归因于日益严格的美国监管，这迫使中国加快自身芯片技术和制造的发展。
The U.S. currently restricts exports of the country's most advanced semiconductors to China, including top-end Nvidia chips. However, some Chinese firms are making use of a loophole to access the product's compute power through data centers in Southeast Asia. Experts say that this has been key to Chinese AI models becoming more capable.
美国目前限制向中国出口该国最先进的半导体，包括英伟达的顶级芯片。然而，一些中国企业正利用一个漏洞，通过东南亚的数据中心获取这些产品的算力。专家表示，这对中国AI模型变得更强大起到了关键作用。“中国‘绝对是因为所有这些监管而加速了发展’，”他说。
China "definitely accelerated because of all the regulations," he said.
他补充道：“我们绝对加速了中国的举措，加速了其半导体制造能力的国家化进程，以及投入该领域的所有产业支持，所以毫无疑问，我们加速了这一进程。”
"We've definitely accelerated China's initiatives, its nationalization of semiconductor manufacturing capabilities, and all of the industrial support that has been put into that sector, and so there's no question we've accelerated that," he added.
黄仁勋强调，美国科技公司“实力强劲”，已准备好应对“来自任何方面”的竞争。
Huang emphasized that American tech firms are "mighty" and are prepared to take on competition "from anybody."