一 | “Since the energy crisis started, Mexico has used 72 percent of its crude oil exports to the United States,” Obrador said. “While we’re waiting for prices or gasoline to go down in the United States, we have decided that it was necessary for us to allow Americans who live close to the border… to go and get their gasoline on the Mexican side at lower prices.”,Obrador made the remarks before his bilateral meeting with US President Joe Biden at the White House.,Global Economy Will Plunge Into Long Recession in Coming Years, Prominent Investor Warns07:03 GMT,Over the past months, the United States has been experiencing accelerating inflation, which the Biden administration has dubbed "Putin's price hike" and blamed on many additional factors.,However, the majority of Americans see inflation as a result of the Biden administration policies and consider it the top problem, given the increasing energy, food and other prices cutting deep into consumer's spending power.。 据报道，分析机构Edgewater Research透露，NVIDIA已与SK海力士和美光签署多年期长期合同，锁定大量DRAM和HBM供应。
二 | 这意味着至少到2027年底，存储价格将维持高位甚至继续上涨，PC玩家和普通消费者面临持续缺货。NVIDIA此举意图很明确，AI系统和数据中心对存储的需求仍然巨大，通过长期合同锁定价格和供应量可以获得规划确定性。 据Edgewater Research介绍，部分存储厂商已经不再像以往那样签一年期合同，而是直接签三到五年长约，且存储产能优先供给AI领域，显卡和PC端的内存供应被进一步挤压。SK海力士的合同已于2026年6月确认，美光尚未公开回应，合同的具体体量以及HBM与DRAM的比例目前不详。目前存储供应紧张短期内无法缓解，规划中的新产能最早要到2027或2028年才能投产并增加供给。更棘手的是，部分企业已经开始犹豫是否新建工厂，担心等工厂建成时价格已经回落，投资无法收回，这意味着产能扩张的步伐可能进一步放缓。从产业链上游看，DRAM和NAND价格持续上涨已经传导到显卡、主板、SSD乃至整机价格，如今NVIDIA用长约方式将存储产能牢牢锁在AI领域，消费端能分到的份额只会越来越少。 。
Current article:http://8hpmis.liaoenxingunchuanglou.buzz/ftb/20260826/310228.html
Published on:06:19:59
