---
title: "由人工智能驱动的芯片需求导致供应紧张，同时内存类股票下跌"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286931548.md"
description: "内存股票，包括美光科技、希捷科技、闪迪和西部数据，由于生产周期较长以及日益增长的人工智能驱动需求而出现下滑。希捷科技的首席执行官对工厂扩张可能导致的过剩产能表示担忧，而当前的供应几乎不存在。然而，分析师们仍然保持乐观，基于长期合同和对人工智能基础设施预期增长的预测，提升了主要芯片制造商的目标股价"
datetime: "2026-05-19T14:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286931548.md)
  - [en](https://longbridge.com/en/news/286931548.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286931548.md)
---

# 由人工智能驱动的芯片需求导致供应紧张，同时内存类股票下跌

What’s driving the drop?: Micron, Seagate, SanDisk and Western Digital fell again as executives warned of long production lead times amid surging AI-driven demand. Capacity crunch concerns: Seagate’s CEO said expanding factories risks overcapacity, while immediate supply is described as 'essentially zero' by industry observers. Long-term optimism: Analysts raised price targets on key chipmakers, citing long-term contracts and AI infrastructure growth as drivers for future gains.

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