资深高管警告：存储芯片价格上涨和供应短缺还将持续两年

Group 1 - A senior CEO in the semiconductor industry warns that the rise in memory chip prices and supply shortages may persist until 2027, indicating that the supply issues driven by the AI infrastructure boom could last longer than expected [1] - Memory chips are crucial components in consumer electronics such as smartphones and laptops, and they have become essential for AI data centers and the servers installed within these facilities, particularly for high-bandwidth memory chips [1] - The demand for memory chips has surged due to significant investments in data center infrastructure, leading to unprecedented price increases in semiconductors, a trend expected to continue throughout this year [1] Group 2 - The current trend in memory chip supply is described by some analysts as a "super cycle," indicating a significant and prolonged period of high demand and pricing for memory companies [2] - The CEO of Synopsys, Sassine Ghazi, stated that most memory from major manufacturers is directed towards AI infrastructure, resulting in shortages for other markets that also require memory due to a lack of remaining production capacity [1] - Ghazi noted that although companies are working to scale up production, it will take at least two years to bring new production online, contributing to the ongoing shortage situation [1]