英伟达转向智能手机式内存芯片可能导致服务器内存价格到2026年底翻倍 - Counterpoint

英伟达计划在⼈⼯智能服务器中采⽤智能⼿机⻛格的内存芯⽚，据CounterpointResearch周三发布的报告显示，此举可能导致服务器内存价格到2026年底翻倍。 Inthepasttwomonths,electronicssupplychainsaroundtheworldhavebeenhitbyashortageoflegacymemorychipsasmanufacturersturnedtheirfocustohigh-endmemorychipssuitedtosemiconductorsdesignedforAIapplications.微信公众号 404K微信公众号 404K 过去两个⽉，全球电⼦供应链因传统存储芯⽚短缺⽽受到冲击，原因是制造商将重⼼转向适⽤于⼈⼯智能应⽤半导体所需的⾼端存储芯⽚。 ButCounterpoint,atechnology-focusedmarketresearchfirm,saidthereisanewproblemonthehorizon.NvidiarecentlydecidedtoreduceAIserverpowercostsbychangingthekindofmemorychipitusestoLPDDR,atypeoflow-powermemorychipnormallyfoundinphonesandtablets,fromDDR5,whicharetypicallyusedinservers.NvidiaisscheduledtoreleaseitsearningsreportlateronWednesday. 但以科技为重点的市场研究公司Counterpoint指出，即将出现新的问题。英伟达近期决定从服务器常⽤的DDR5内存切换⾄⼿机和平板常⻅的低功耗LPDDR内存芯⽚，以降低AI服务器的能耗成本。 BecauseeachAIserverneedsmorememorychipsthanahandset,thechangeisexpectedtocreatesuddendemandthattheindustryisnotequippedtohandle,accordingtoCounterpoint. 因为每台⼈⼯智能服务器所需的存储芯⽚数量远超⼿机，Counterpoint指出这⼀转变预计将带来突发需求，⽽⽬前的产业尚⽆法应对。 MemorysupplierslikeSamsungElectronics,opensnewtab,SK Hynix,opensnewtabandMicronopensnewtabarealreadyfacingshortagesofolderdynamicrandom-accessmemoryproductsafterreducingproductiontofocusonhigh-bandwidthmemory,whichisnecessarytomaketheadvancedacceleratorsthatpowertheglobalAIboom.微信公众号 404K微信公众号 404K 三星电⼦、SK海⼒⼠和美光科技等内存供应商已在减少传统动态随机存取存储器产品的产量，转⽽专注于⾼带宽内存的⽣产，后者是制造推动全球⼈⼯智能热潮所需的先进加速器的关键组件。当前，这些供应商正⾯临旧款内存产品的短缺问题。 CounterpointsaidtightnessatthelowendofthemarketisatriskofspreadingupwardaschipmakersweighwhethertodivertmorefactorycapacitytoLPDDRtomeetNvidia'sneeds.https://x.com/Jukanlosreve/status/19910697316219129511/2 Counterpoint表示，随着芯⽚制造商考虑是否将更多产能转向LPDDR以满⾜英伟达需求，低端市场的供应紧张态势可能向上蔓延。 “Thebiggerriskonthehorizoniswithadvancedmemory,asNvidiaʼsrecentpivottoLPDDRmeanstheyʼreacustomeronthescaleofamajorsmartphonemaker-aseismicshiftforthesupplychainwhichcanʼteasilyabsorbthisscaleofdemand,”Counterpointsaid. "未来更⼤的⻛险在于先进内存领域，因为英伟达近期转向LPDDR意味着其客户规模堪⽐⼤型智能⼿机制造商⸺这对供应链⽽⾔⽆异于⼀场地震级变⾰，当前产能难以消化如此规模的需求，"Counterpoint分析称。 Higherserver-memorypriceswouldraisecostsforcloudprovidersandAIdevelopers,potentiallyaddingpressuretodata-centrebudgetsthatarealreadystretchedbyrecordspendingongraphicsprocessingunitsandpowerupgrades. 服务器内存价格上涨将增加云服务提供商和AI开发商的成本，可能给数据中⼼预算带来额外压⼒⸺⽬前这些预算已因显卡采购和电⼒升级的空前⽀出⽽捉襟⻅肘。