AI需求正在造成标准记忆芯片的严重短缺和价格飙升,影响到技术产品和供应链。 AI demand is causing severe shortages and price spikes in standard memory chips, affecting tech products and supply chains.

人工智能勃发展导致智能手机,计算机和服务器中使用的DDR5和标准DRAM等传统内存芯片的价格急剧上. The AI boom is causing unexpected shortages and sharp price hikes for traditional memory chips like DDR5 and standard DRAM used in smartphones, computers, and servers. 由于芯片制造商将高带宽内存(HBM)优先用于AI系统,非HBM内存的供应已经收紧,使自去年以来的现货价格几乎翻了三倍,库存量减少到8周。 As chipmakers prioritize high-bandwidth memory (HBM) for AI systems, supply of non-HBM memory has tightened, driving spot prices nearly tripling since last year and inventory down to eight weeks. 这种“超级周期”正在提振三星、SK 海力士和美光等主要制造商的利润，股价飙升，但也增加了科技公司的成本，促使树莓派等产品涨价。 This "super cycle" is boosting profits for major makers like Samsung, SK Hynix, and Micron, with soaring share prices, but is also increasing costs for tech companies, prompting price hikes in products like Raspberry Pi. 分析家预测短缺可能持续一至两年,到2027年可能下降。 Analysts predict the shortage could last one to two years, with a possible downturn by 2027.