包括埃隆·马斯克和蒂姆·库克(Tim Cook)，越来越多科技行业领袖发出警示：一场全球性的芯片危机正 在逼近。内存芯片供应趋紧，已开始侵蚀企业利润、打乱既定规划，并抬高从笔记本电脑、智能手机到 汽车、数据中心在内几乎所有科技产品的价格。而这场"内存荒"只会愈演愈烈。 自2026年初以来，特斯拉、苹果等十余家大型企业相继表态，动态随机存取内存(DRAM)的短缺将制约 产能。作为几乎所有科技产品的核心部件，内存供应的收紧牵一发而动全身。库克直言，这将压缩 iPhone的利润空间。美光科技(Micron Technology Inc.)称这一瓶颈"前所未有"。马斯克则点明问题的棘 手程度：特斯拉可能不得不自行兴建内存芯片工厂。 "我们只有两条路：要么撞上芯片之墙，要么自己建厂，"他在1月下旬如此表示。 这场挤压的根源，在于AI数据中心的狂飙扩张。Alphabet Inc.与OpenAI等公司，为运行聊天机器人和各 类应用，正采购数百万枚搭载大容量内存的英伟达AI加速器，吞噬了越来越多的内存产能。消费电子 生产商只能艰难争抢三星电子(Samsung Electronics Co.)和美光(Micron)等企业日益减 ...

Core Viewpoint - The passing of Han Jong-hee, Vice Chairman and CEO of Samsung Electronics, marks a significant loss for the company, as he was a key figure in its television business and overall technological innovation [1][5][7]. Group 1: Background and Career - Han Jong-hee was born on March 15, 1962, and graduated from Inha University with a degree in Electrical Engineering [6]. - He joined Samsung Electronics in 1988 and held various leadership roles, including head of the Visual Display Business from 2017 to 2023 [5][6]. - He was instrumental in maintaining Samsung's position as the global leader in television sales for 19 consecutive years [5]. Group 2: Recent Developments - Han Jong-hee recently participated in the AWE 2025 event in Shanghai, where Samsung launched several strategic products, including the 115-inch Neo QLED TV [9][10]. - He expressed confidence in the partnership with Suning.com, highlighting a long-standing collaboration of over 30 years [10]. Group 3: Company Challenges - Samsung Electronics is facing significant challenges in the semiconductor market, particularly in artificial intelligence chips, where it is lagging behind competitors like SK Hynix [12]. - The company's semiconductor division reported a decline in operating profit, dropping from 3.86 trillion KRW (approximately 193 billion RMB) in Q3 to 2.9 trillion KRW (approximately 145 billion RMB) in Q4 of the previous year [12]. - Analysts predict a potential 22.5% decline in Samsung's operating profit for Q1 of this year [15].