Jensen Huang: “We need memory for

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.”

Reporter: Is memory constraint an issue for NVIDIA this year?

Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been… pic.twitter.com/cNLgFj7WP7

— NIK (@ns123abc) January 31, 2026

所有跟帖： 

• "We are going to make a huge investment in OpenAI” -chyang98- ♂ (766 bytes) () 01/31/2026 postreply 15:53:49

• HBM， DRAM， 和NAND （固态存储硬盘）。 -桃花源里人家- ♂ (0 bytes) () 01/31/2026 postreply 16:31:31

• 低端的DRAM和NAND从长远来看，面临中国来的厂商竞争，高端目前还是三巨头（海力士，三星河MU) -桃花源里人家- ♂ (0 bytes) () 01/31/2026 postreply 16:38:55

• +1 -bogbog- ♀ (0 bytes) () 01/31/2026 postreply 17:06:09

• 中国的长江存储和长鑫存储正在快马加鞭扩产。上个季度阿斯麦尔的销售额百分之三十多来自中国 -桃花源里人家- ♂ (0 bytes) () 01/31/2026 postreply 17:28:15

• 这些国家支持的企业不怕亏损，一旦掌握技术，会如同太阳能电池一样，把外国竞争对手全部搞死。所以只有高端的几家值得投资 -桃花源里人家- ♂ (0 bytes) () 01/31/2026 postreply 17:30:57

• They are all 2026 opportunity. Sell before year end -三心三意- ♂ (0 bytes) () 01/31/2026 postreply 17:33:00

• Just like SMCI in 2024 -三心三意- ♂ (0 bytes) () 01/31/2026 postreply 17:33:29