市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺

老虎资讯综合03-05 22:10

3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

DLLM
03-06 08:24
DLLM
一早就要搞啦，只靠中芯及华虹不能止咳！！！
Mediator
03-06 01:46
Mediator
国内能产高端存储颗粒的只有长鑫，其他的都是低端存储，用不上的，但是长鑫又不上市，不好说炒哪个关联方替代，大概率兆易创新，反正A是不看实际业绩的，云炒作也能上天。
- Mediator:
  我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了
- 里二外三:
  产量很少
娟148.418
03-05 22:15
娟148.418
中芯国际
slowhorses
03-05 22:12
slowhorses
怎么替代，有清楚的吗
- 横扫华尔街:
  长鑫、长江

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22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198956499","content_text":"3月5日，据The 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22:10","market":"us","language":"zh","title":"市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=1198956499","media":"老虎资讯综合","summary":"3月5日，市场消息：知情人士透露，阿里巴巴、字节跳动和腾讯正转向国内芯片制造商，以缓解全球存储芯片短缺加剧带来的冲击。","content":"<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198956499","content_text":"3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。","news_type":1,"symbols_score_info":{"09988":2,"00700":2,"BABA":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":539752271704936,"gmtCreate":1772763096733,"gmtModify":1772763101071,"authorId":3498680662745699,"author":{"id":3498680662745699,"idStr":"3498680662745699","authorId":3498680662745699,"name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":539503537238984,"type":1,"supId":539543893722000,"prevId":0,"content":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了","text":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了","html":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了"},{"id":539543893722000,"gmtCreate":1772742720345,"gmtModify":1772742724636,"authorId":3544518779726666,"author":{"id":3544518779726666,"idStr":"3544518779726666","authorId":3544518779726666,"name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":539503537238984,"type":1,"supId":0,"prevId":0,"content":"产量很少","text":"产量很少","html":"产量很少"}],"langContent":"CN"},{"id":539451414812040,"gmtCreate":1772720137309,"gmtModify":1772721728349,"author":{"id":"3547021315952788","authorId":"3547021315952788","name":"娟148.418","avatar":"https://static.tigerbbs.com/c6fec7ef669b81ef1816988fc97d6734","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3547021315952788","authorIdStr":"3547021315952788"},"htmlText":"中芯国际","listText":"中芯国际","text":"中芯国际","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539451414812040","repostId":1198956499,"repostType":2,"repost":{"id":"1198956499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772719811,"share":"https://www.laohu8.com/m/news/1198956499?lang=zh_CN&edition=full","pubTime":"2026-03-05 22:10","market":"us","language":"zh","title":"市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=1198956499","media":"老虎资讯综合","summary":"3月5日，市场消息：知情人士透露，阿里巴巴、字节跳动和腾讯正转向国内芯片制造商，以缓解全球存储芯片短缺加剧带来的冲击。","content":"<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198956499","content_text":"3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。","news_type":1,"symbols_score_info":{"09988":2,"00700":2,"BABA":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":539450589701664,"gmtCreate":1772719937105,"gmtModify":1772719939926,"author":{"id":"3537140308173485","authorId":"3537140308173485","name":"slowhorses","avatar":"https://static.tigerbbs.com/165d565b3793698e8d2479ec7e9e2951","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3537140308173485","authorIdStr":"3537140308173485"},"htmlText":"怎么替代，有清楚的吗","listText":"怎么替代，有清楚的吗","text":"怎么替代，有清楚的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539450589701664","repostId":1198956499,"repostType":2,"repost":{"id":"1198956499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772719811,"share":"https://www.laohu8.com/m/news/1198956499?lang=zh_CN&edition=full","pubTime":"2026-03-05 22:10","market":"us","language":"zh","title":"市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=1198956499","media":"老虎资讯综合","summary":"3月5日，市场消息：知情人士透露，阿里巴巴、字节跳动和腾讯正转向国内芯片制造商，以缓解全球存储芯片短缺加剧带来的冲击。","content":"<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198956499","content_text":"3月5日，据The 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