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English(EN) Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion profit for 1H26 compared to $2.1 million last year

Lexar母公司江波龙预测AI芯片短缺之际利润将大幅跃升 · 追踪2个来源

作者 PulseAugur 编辑部 · [2 个来源] ·

Lexar的母公司江波龙预计，2026年上半年利润将飙升超过60,000%，达到近15亿美元。这一激增是由全球人工智能基础设施建设推动的内存和存储芯片的巨大需求所驱动的，这造成了严重的短缺。该公司正在与晶圆制造商签订供应协议，并将受益于PC制造商和其他科技巨头寻求三星和SK海力士等现有供应商的替代品。 AI

影响 此次激增凸显了内存供应商在人工智能基础设施建设中的关键作用，并预示着价格可能持续上涨和供应链转移。

排序理由 主要零部件供应商因AI需求而产生的重大财务新闻。

在 Tom's Hardware 阅读 →

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Lexar母公司江波龙预测AI芯片短缺之际利润将大幅跃升 · 追踪2个来源

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主要零部件供应商因AI需求而产生的重大财务新闻。
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2 independent sources
Multiple independent publishers reporting the same story raises confidence that it's real and newsworthy.
Topics
funding, infra
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High
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93 days old
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报道来源 [2]

  1. Tom's Hardware TIER_1 English(EN) · Jowi Morales ·

    中国内存和存储公司预计利润将飙升逾60,000%，得益于需求激增——Lexar母公司江波龙预计2026年上半年利润近15亿美元，去年同期为210万美元

    Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    中国存储芯片制造商预计利润飙升超60000% 需求激增 LGD（朗科）预计营收近15亿美元

    Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion profit for 1H26 compared to $2.1 mill… Chinese memory and storage manufacturer Longsys expects to post a massive increase…

    链接 tomshardware.com/…/chinese-memory-and-sto… tomshardware.com/tech-industry

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