由AI需求推动的记忆芯片短缺正在削减智能手机生产和降低Qualcomm的2026年收入预测。 A memory chip shortage, fueled by AI demand, is cutting smartphone production and lowering Qualcomm’s 2026 revenue forecast.

在对AI数据中心需求激增的驱动下,全球记忆芯片短缺正在扰乱智能手机生产,并减少对Qualcomm移动处理器的需求,导致该公司将Q2 2026预测收入降至10.2亿至11亿美元,低于预期。 A global shortage of memory chips, driven by surging demand for AI data centers, is disrupting smartphone production and reducing demand for Qualcomm’s mobile processors, leading the company to lower its Q2 2026 revenue forecast to $10.2–11.0 billion, below expectations. 供应限制影响了DRAM和高带宽内存,使中国的OEM公司削减了建筑计划和库存,尽管对溢价装置的需求很大,却对手电板销售施压。 The supply constraints, affecting DRAM and high-bandwidth memory, are causing Chinese OEMs to cut build plans and inventory, pressuring handset sales despite strong demand for premium devices. Qualcomm的股份在下班后下跌了9%以上,这反映了投资者的关切,尽管该公司对其长期人工智能和汽车增长抱有信心,预计到2026年底会有新的人工智能芯片。 Qualcomm’s shares dropped over 9% after hours, reflecting investor concern, though the company maintains confidence in its long-term AI and automotive growth, with new AI chips expected in late 2026. 分析家预测,由于记忆成本上升和供应限制,2026年高级智能手机芯片货运量将下降7%。 Analysts project a 7% decline in advanced smartphone chip shipments in 2026 due to rising memory costs and supply limitations.