黄仁勋反驳内存过剩担忧：2029年不太可能 英伟达仍会大量使用

据CNBC报道，英伟达CEO黄仁勋(Jensen Huang)周四在接受采访时表示，到2029年时，内存芯片供应不太可能出现过剩的情况。过去一周，由于市场担忧内存芯片供应过剩和需求疲软，内存芯片股遭到抛售。

黄仁勋

黄仁勋在柏林GTC大会期间接受CNBC采访时表示：“内存的一大好处是，你总是可以用得更多。”他补充说，高带宽内存(HBM)在未来多年仍将继续得到应用。

“我们是全球第一家把手机用的LPDDR内存装进数据中心的公司。这使得我们的性能能够实现比当今世界上任何其他产品高出一倍的能源效率。因此，我们会继续大量使用这种内存。”黄仁勋称。

过去一周，内存股遭受重创。此前，韩国一家知名媒体在10月15日刊登的一篇专栏文章敦促韩国政府为AI热潮放缓做好准备。

该专栏援引两位专家的观点称，他们预计将出现“大量新增供应”，这将使内存市场在2029年陷入“红海竞争”。他们写道，到2029年，“超级周期可能结束，行业可能进入下行期”。

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According to CNBC, in an interview on Thursday, Jensen Huang stated that the supply of memory chips was unlikely to be surplus by 2029. In the past week, memory chip units have been sold because of market concerns about oversupply and weak demand.

Wong In-hoon.

Huang In-hoon, in an interview with the CNBC during the GTC conference in Berlin, said: “One of the benefits of memory is that you can always use more.” He added that high bandwidth memory (HBM) would continue to be applied for years to come.

“We are the first company in the world to have a LPDR memory in a data centre. This enables us to achieve energy efficiency twice as high as any other product in the world today. We will therefore continue to make extensive use of this memory.” Wong In-hoon.

During the past week, the memory unit has been severely damaged. Earlier, an op-ed by a prominent Korean media agency on October 15 urged the Korean Government to prepare for the slowdown in the Ai boom.

The column cited the views of two experts who stated that they expected a “large new supply”, which would plunge the memory market into “Red Sea competition” in 2029. They wrote that, by 2029, “the supercycle may end and the industry may enter its next phase”.

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