Serenity称，英伟达（NVIDIA）CEO Jensen Huang预计，随着AI基础设施扩张，全球内存短缺将持续多年。
据 NS3 报道，Serenity表示，受AI服务器和数据中心需求带动，SiPH供应链的投资机会可能受益。
Serenity：全球内存短缺或持续多年
2026-06-07 13:06:06
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