应对存储芯片涨价潮！联想称已签协议锁定零部件长期供应

Core Insights - Lenovo has signed agreements to secure long-term supply of components in response to rising storage chip prices, which have increased more than gold prices [1] - The company reported a revenue of $20.5 billion for the second fiscal quarter, reflecting a year-on-year growth of 15% [1] Group 1: Industry Context - The technology sector is currently experiencing discussions around the AI bubble, with significant investments and competition emerging in the early stages of innovation [1] - Lenovo's chairman, Yang Yuanqing, emphasized that while some areas may experience bubbles, the overall direction of AI development is not a bubble, as it is entering a phase of widespread application [1] Group 2: Company Strategy - Lenovo is one of the largest buyers of components in the industry, managing close relationships with suppliers, particularly for critical components [1] - The company has secured optimal contracts with core component suppliers to ensure sufficient supply for the upcoming year, effectively managing current supply shortages and price increases [1]