金色财经|2月 03, 2026 19:03
[Intel CEO: Memory Shortage May Not Ease Until 2028]
According to a report by Golden Finance, Intel (INTC.O) CEO Pat Gelsinger stated that the memory chip shortage in the computer industry is likely to persist for at least two more years. On Tuesday, he said: 'As far as I know, there are currently no measures to alleviate the issue.' Gelsinger mentioned that he had spoken with two key figures in the memory sector, who told him: 'It won't ease until 2028.'
The large-scale construction of artificial intelligence infrastructure has significantly increased the demand for storage chips, which has reduced the supply of chips available for traditional computers and smartphones. This has led to chip shortages and price hikes—potentially weakening consumer willingness to purchase these products.
Gelsinger also pointed out that NVIDIA, as a leading supplier of AI processors, will further drive memory demand with its latest Rubin platform and next-generation products. Artificial intelligence will 'consume a massive amount of memory.'
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