公众号记得加星标⭐️，第一时间看推送不会错过。 核心要点 由于所有计算设备都需要内存（简称 RAM）来进行短期数据存储，而今年这些关键组件的供应量将 无法满足全球需求。 这是因为英伟达、AMD 和谷歌等公司在其人工智能芯片中需要消耗大量的 RAM，而这些公司在组 件供应的排队序列中处于首位。 目前，三大主要内存供应商——美光（Micron）、SK 海力士（SK Hynix）和三星电子（Samsung Electronics）——几乎垄断了整个 RAM 市场，其业务正受益于需求的激增。 Sadana 表示，像英伟达这样的芯片制造商会在负责计算的部件（GPU）周围布置多个快速、专用的 组件块，称为高带宽内存（HBM）。当芯片制造商展示新芯片时，HBM 通常肉眼可见。美光为英伟 达和 AMD 这两家领先的 GPU 制造商提供内存。 英伟达最近投入生产的 Rubin GPU，每颗芯片配备高达 288GB 的下一代 HBM4 内存。HBM 安装 在处理器上下方可见的八个区块中。该 GPU 将作为名为 NVL72 的单机架服务器的一部分出售，该 系统恰如其分地将 72 颗此类 GPU 组合在一起。相比之下，智能手机通常仅 ...

Core Insights - The current RAM industry is facing significant supply constraints, leading to price increases that are affecting consumer-grade graphics cards, with AMD planning a 10% price hike and NVIDIA considering similar actions [1] - Industry executives predict that this challenging situation may persist for several years, negatively impacting high-end gaming [1] - Epic Games CEO Tim Sweeney stated that rising memory prices will pose serious challenges for high-end gaming in the coming years, as factories are reallocating advanced DRAM capacity to meet AI demands, with data centers offering much higher bids than consumer electronics manufacturers [1] Group 1 - The price of 64GB memory is nearing that of the RX 9070XT graphics card, making it more expensive than an entire PS5 [5] - There are rumors that game console prices may further increase, and upcoming graphics cards like the RTX 50 Super may face supply issues [2] - The current wave of memory price hikes is making gamers the biggest victims [9]