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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

闪迪(Lexar)母公司江波龙(Longsys)预测AI芯片短缺下利润将大幅飙升

闪迪(Lexar)的母公司江波龙(Longsys)预计2026年上半年利润将增长超过60000%,达到近15亿美元。这一激增得益于全球人工智能基础设施建设推动的内存和存储芯片需求的不断增长,导致了短缺和价格上涨。因此,江波龙(Longsys)已获得长期供应协议,并受到苹果(Apple)、戴尔(Dell)和惠普(HP Inc.)等主要科技公司的关注,这些公司正在寻求替代芯片来源。 AI

影响 人工智能热潮正在为内存市场带来前所未有的需求和供应链变化,可能影响所有人工智能硬件的定价和可用性。

排序理由 由于人工智能驱动的需求,一家主要人工智能相关行业参与者发布了重要的财务新闻。[lever_c_demoted from significant: ic=1 ai=0.7]

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闪迪(Lexar)母公司江波龙(Longsys)预测AI芯片短缺下利润将大幅飙升

报道来源 [1]

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

    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

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