Italiano(IT) 🔋 SCARICAMENTO MEMORIA AI FINO AL 2030 SK Hynix, fornitore di memoria HBM per Nvidia, ha avvisato che la carenza globale di chip di memoria durerà fino al 2030.

SK Hynix警告：AI内存芯片短缺将持续至2030年

作者 PulseAugur 编辑部 · [1 个来源] · 2026-10-28 13:02

SK Hynix是Nvidia高带宽内存（HBM）的关键供应商，该公司警告称，全球内存芯片短缺预计将持续到2030年。该公司已承诺将其2027-2028年的产能的50%以上用于HBM。尽管面临供应限制，SK Hynix仍报告季度营收创纪录的781亿美元，同比增长32%。 AI

影响高带宽内存的长期短缺可能会因硬件可用性受限而影响AI开发和部署的步伐。

排序理由关于AI硬件关键组件的供应链新闻。[lever_c_demoted from significant: ic=1 ai=0.7]

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Signal score: 9 / 100; Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket: Research; 关于AI硬件关键组件的供应链新闻。[lever_c_demoted from significant: ic=1 ai=0.7]
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报道来源 [1]

Mastodon — mastodon.social TIER_1 Italiano(IT) · AI_BEAR_NEWS · 2026-10-28 13:02

🔋 AI MEMORY SHORTAGE UNTIL 2030 SK Hynix, HBM memory supplier for Nvidia, has warned that the global memory chip shortage will last until 2030.

🔋 SCARICAMENTO MEMORIA AI FINO AL 2030 SK Hynix, fornitore di memoria HBM per Nvidia, ha avvisato che la carenza globale di chip di memoria durerà fino al 2030. Più del 50% della capacità 2027-2028 è già impegnata. Ricavo trimestrale record: 78,1 miliardi di dollari (+32%). Fonte…

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报道来源 [1]

🔋 AI MEMORY SHORTAGE UNTIL 2030 SK Hynix, HBM memory supplier for Nvidia, has warned that the global memory chip shortage will last until 2030.

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