<p>记忆芯片制造商希捷科技的股价周一下跌超过 8%，在 CEO Dave Mosley 的评论引发担忧后，导致整个行业的抛售。市场担心希捷无法满足因人工智能建设而激增的需求。</p>
<p>Mosley 在周一的摩根大通会议上被问及，增加希捷工厂生产更多芯片的单位或楼层产能需要什么。</p>
<p>Mosley 表示：“如果我们把团队抽走，开始建设新工厂或引进新机器，那将需要太长时间。最终你会拥有更多的产能，但这会减缓该技术的增长速度。”</p>
<p>美光的股价下跌 5%，而闪迪和西部数据公司的股价也分别下跌约 7%。</p>
<p>股票图表图标</p>
<p><img src="https://imageproxy.pbkrs.com/https://static-redesign.cnbcfm.com/dist/a54b41835a8b60db28c2.svg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://static-redesign.cnbcfm.com/dist/a54b41835a8b60db28c2.svg"/></p>
<p>股票图表比较了希捷、美光、西部数据和闪迪在五天内的价格变化。</p>
<p>随着人工智能投资的激增，记忆芯片股票在最近几个月飙升，这些芯片是数据中心人工智能建设的关键部分。</p>
<p>芯片生产周期通常跨越多个季度，投资者对领先记忆制造商能够捕捉需求的时间越来越谨慎。CME 集团正在推出一个新的半导体期货市场，让更多交易者能够锁定价格并对抗计算能力上涨的价格。</p>
<p>在周一的会议上，Mosley 还谈到了 “非常长的交货时间” 和与客户保持可预测性的问题。</p>
<p>他说：“我们知道一年后会发生什么。我们基本上已经告诉客户，‘看，如果你想为你的数据中心做好规划，我们知道会有什么产品推出。你可以在一定时期内购买这些东西。’ 因此，我们希望保持四到五个季度的可见性非常稳固。但需求显著高于这个水平。”</p>
<p>选择 CNBC 作为您在谷歌上的首选来源，永远不会错过商业新闻中最值得信赖的名字的任何时刻。</p>

西部数据

闪迪

希捷科技

美光科技

半导体 3 倍做多 - Direxion

DRAM

费城交易所 半导体 ETF - iShares

标普半导体 ETF - SPDR

半导体 ETF - VanEck Vectors

SOXQ

<p>希捷科技的股价在首席执行官 Dave Mosley 在摩根大通会议上的发言后下跌超过 8%，他表示为了满足日益增长的人工智能驱动的需求，建设新工厂将需要太长时间。这导致了内存芯片股票的抛售，美光科技下跌 5%，闪迪和西部数据均下跌约 7%。Mosley 强调了在需求激增的情况下，生产周期和维持客户可预测性所面临的挑战</p>

<p>Shares of memory chip maker Seagate slipped more than 8% Monday, leading a group-wide sell-off after comments from CEO Dave Mosley raised concerns that it won't be able to meet the soaring demand fueled by the artificial intelligence buildout.</p>
<div class="lb-trans"><p>记忆芯片制造商希捷科技的股价周一下跌超过 8%，在 CEO Dave Mosley 的评论引发担忧后，导致整个行业的抛售。市场担心希捷无法满足因人工智能建设而激增的需求。</p>
</div><p>Mosley was asked at a JPMorgan conference on Monday what it would take to add unit or floor capacity to produce more chips in Seagate's factories.</p>
<div class="lb-trans"><p>Mosley 在周一的摩根大通会议上被问及，增加希捷工厂生产更多芯片的单位或楼层产能需要什么。</p>
</div><p>&#34;If we took the teams off and started building new factories or bringing up new machines, that would just take too long. You would end up with more capacity, but then you'd slow the rate of growth on that technology,&#34; Mosely said.</p>
<div class="lb-trans"><p>Mosley 表示：“如果我们把团队抽走，开始建设新工厂或引进新机器，那将需要太长时间。最终你会拥有更多的产能，但这会减缓该技术的增长速度。”</p>
</div><p>Micron shares were down 5%, with both SanDisk and Western Digital Corporation trading roughly 7% lower.</p>
<div class="lb-trans"><p>美光的股价下跌 5%，而闪迪和西部数据公司的股价也分别下跌约 7%。</p>
</div><p>Stock chart icon</p>
<div class="lb-trans"><p>股票图表图标</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://static-redesign.cnbcfm.com/dist/a54b41835a8b60db28c2.svg" alt="" original-src="https://static-redesign.cnbcfm.com/dist/a54b41835a8b60db28c2.svg"/></p>
<p>Stock chart comparing the prices for Seagate, Micron, Western Digital and SanDisk over a five-day period.</p>
<div class="lb-trans"><p>股票图表比较了希捷、美光、西部数据和闪迪在五天内的价格变化。</p>
</div><p>Memory chip stocks have soared in recent months as a flood of AI investing has sent demand soaring, with the chips a key part of the AI buildout in data centers.</p>
<div class="lb-trans"><p>随着人工智能投资的激增，记忆芯片股票在最近几个月飙升，这些芯片是数据中心人工智能建设的关键部分。</p>
</div><p>Chip production cycles stretch over many quarters for a single unit, and investors are increasingly wary of how long the leading memory makers can capture demand. CME Group is launching a new futures market for semiconductors, allowing more traders to lock in prices and hedge against the rising prices of computing power.</p>
<div class="lb-trans"><p>芯片生产周期通常跨越多个季度，投资者对领先记忆制造商能够捕捉需求的时间越来越谨慎。CME 集团正在推出一个新的半导体期货市场，让更多交易者能够锁定价格并对抗计算能力上涨的价格。</p>
</div><p>At Monday's conference, Mosely also addressed the &#34;very long lead times&#34; and maintaining predictability with its clients.</p>
<div class="lb-trans"><p>在周一的会议上，Mosley 还谈到了 “非常长的交货时间” 和与客户保持可预测性的问题。</p>
</div><p>&#34;We know what's coming out a year from now,&#34; he said. &#34;And we've basically gone to the customers and said, 'Look, if you want to plan this really well, which it should be for your data centers, we know what's coming out. You can buy this stuff up to a certain period.' And so we want to keep that four or five quarters of visibility very, very solid for what's being built. But the demand is significantly higher than that.&#34;</p>
<div class="lb-trans"><p>他说：“我们知道一年后会发生什么。我们基本上已经告诉客户，‘看，如果你想为你的数据中心做好规划，我们知道会有什么产品推出。你可以在一定时期内购买这些东西。’ 因此，我们希望保持四到五个季度的可见性非常稳固。但需求显著高于这个水平。”</p>
</div><p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</p>
<div class="lb-trans"><p>选择 CNBC 作为您在谷歌上的首选来源，永远不会错过商业新闻中最值得信赖的名字的任何时刻。</p>
</div>

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

- Seagate 股价周一下跌超过 8%，引发集体抛售。  
- CEO Mosley 表示无法满足因 AI 推动的需求激增。  
- Micron、SanDisk 和 Western Digital 股价也分别下跌。

CNBC

Roundhill Memory ETF

Invesco PHLX Semiconductor ETF

摩根大通

芝加哥商品交易所

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Sandisk - WI

Western Digital - WI

希捷科技在内存市场抛售潮中处于领先地位，CEO 表示建造新工厂将 ‘耗时过长’