英特尔CEO:内存短缺问题可能要到2028年才能得到缓解
INTELINTEL(HK:04335) Jin Rong Jie·2026-02-03 19:41

Core Viewpoint - The CEO of Intel, Pat Gelsinger, indicated that the memory chip shortage in the computer industry is likely to persist for at least two years, with no immediate relief in sight [1] Group 1: Industry Insights - The demand for memory chips has surged due to the large-scale infrastructure development in artificial intelligence, leading to a reduction in the supply of chips available for traditional computers and smartphones [1] - Gelsinger mentioned discussions with key figures in the memory sector, who suggested that relief from the shortage may not occur until 2028 [1] Group 2: Impact on Consumers - The ongoing chip shortage and rising prices may weaken consumer willingness to purchase traditional computing products and smartphones [1] - The increasing demand for memory driven by AI technologies, particularly from leading AI processor supplier Nvidia, is expected to further exacerbate the memory requirements [1]

INTEL-英特尔CEO:内存短缺问题可能要到2028年才能得到缓解 - Reportify