变化二：存储器需求，正在分层周期失灵的背后，是存储芯片需求端的结构性重塑。
"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
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