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English(EN) Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end

Micron 在持续短缺中获得价值 1000 亿美元的内存供应协议

Micron 已与 14 家主要客户就 3D NAND 和 DRAM 签署了价值约 1000 亿美元的长期供应协议 (LTA),并获得了额外的 220 亿美元现金存款和财务承诺。这些为期五年的合同(不包括较短期的汽车合同)将于 2026 年至 2030 年生效。尽管达成了这些协议,Micron 的首席执行官表示,全球内存短缺预计将持续存在,预计要到 2028 年才能逐步改善,供应满足需求仍遥遥无期。 AI

影响 为 AI 硬件开发 확보 关键组件,可能稳定 AI 基础设施建设的成本。

排序理由 价值 1000 亿美元的内存产品重要长期供应协议。 [lever_c_demoted from significant: ic=1 ai=0.7]

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Micron 在持续短缺中获得价值 1000 亿美元的内存供应协议

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价值 1000 亿美元的内存产品重要长期供应协议。 [lever_c_demoted from significant: ic=1 ai=0.7]
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报道来源 [1]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    美光签署价值1000亿美元的长期供应协议 — 表示不知道何时结束内存危机

    Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.