彭博深度解析：为什么AI越火，手机电脑越贵？

Cnbeta.com.tw - 9 март 2026 г.

彭博深度解析：为什么AI越火，手机电脑越贵？

3月9日，彭博社周一发文，详细解释了为何AI的火爆会让手机、电脑变得更贵。文章指出，AI需求正在引发历史性的内存芯片短缺，满足指数级增长的芯片需求不仅代价高昂，甚至可能难以实现。内存芯片价格飙升内存芯片制造商历来需要应对供需周期的波动。这些厂商会提前数年规划预期需求，但难免会有判断失误的时候。然而，当前行业面临的境况，已远超常规的市场震荡。市场研究机构IDC指出，随着AI热潮持续施压供应链，此次内存芯片短缺堪称“史无前例的危机”。然而，AI基础设施建设只会加速。大型科技公司2026年的资本支出预计将高达650…

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