芯片缺货的下一个受害者：数据中心交换机

美国博通公司

在三月份FQ1财报发布后

表示2021全年90%的货已经被预定

our bookings was up 63% that by itself proves there's a lot of demand, and people are booking out very far. We are virtually 90% booked for 2021. And I view laid out what they need. And we believe this is real because they can cancel it.

几乎同期

厂商感受到了供应压力

在九月FQ3财报发布后

博通表示为抑制恐慌性订单

会严格审视真实市场需求避免库存隐患

But we also are always, as I said before, a few times, the way we manage our supply chain, we pretty much liked to carefully scrutinize and demand as defined -- as defined by ourselves, which is one -- the -- the end-user who need those products.

又是神同步

结合锐捷网络

上市进程中的第三轮问询

搭上阿里腾讯后"日子"更窘迫

锐捷网络陷"增收不增利"的尴尬局面

锐捷网络招股书透露出阿里腾讯的秘密！

问询函中透露

网络主芯片将全线涨价

所以调研机构

Dell’Oro接连预测

数据中心交换机将是

芯片短缺的下一个受害者

所以美商务部长出面要机密数据了

交换机要涨价，地主家也没有余粮啊！

这是最坏的时代！服务器和交换机要涨价