---
title: "由人工智能驅動的芯片需求導致供應緊張，同時內存類股票下跌"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286931548.md"
description: "內存股票，包括美光科技、希捷科技、閃迪和西部數據，由於生產週期較長以及日益增長的人工智能驅動需求而出現下滑。希捷科技的首席執行官對工廠擴張可能導致的過剩產能表示擔憂，而當前的供應幾乎不存在。然而，分析師們仍然保持樂觀，基於長期合同和對人工智能基礎設施預期增長的預測，提升了主要芯片製造商的目標股價"
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)
---

# 由人工智能驅動的芯片需求導致供應緊張，同時內存類股票下跌

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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