内存芯片价格在过去一年已翻倍，企业正与全球主导厂商签订更长期合同，这是全球 AI 基础设施建设导致供应链紧张的最新迹象。芯片制造商，包括美国的 Micron、韩国的三星和 SK 海力士，正优先向数据中心供货，而牺牲生产家用产品和个人电脑的企业，日经报道。
Memory chip prices have doubled in the past year and companies are locking in longer-term contracts with the world’s dominant manufacturers, the latest sign of supply chain strain from the global AI infrastructure buildout. Chipmakers, including Micron in the US, as well as South Korea’s Samsung and SK Hynix, are prioritizing supplying data centers at the expense of companies making household products and personal computers, Nikkei reported.
随着需求激增，韩国企业正与数十家客户签订五年协议；三星计划将多达 70% 的生产能力分配给此类协议。ABN Amro 在最近给客户的说明中表示，过剩产能正像阳光下的雪一样消失。
As demand surges, the Korean firms are locking in five-year deals with dozens of clients; Samsung wants to allocate up to 70% of its production capacity to such agreements. “Overcapacity is currently disappearing like snow in the sun,” ABN Amro said in a recent note to clients.