"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
Nature, Published online: 27 February 2026; doi:10.1038/d41586-026-00601-0，更多细节参见heLLoword翻译官方下载
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现在的长春高新，就像一艘漏水的大船，“阴伟达” 只是一块临时的补丁，解决不了根本问题。