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English(EN) 「 all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have not yet confirmed this to be the case

2027年DRAM和HBM产能据称已售罄,预示价格上涨

据报道,2027年所有DRAM和高带宽内存(HBM)的供应量已售罄,且未计划增加产能。这种短缺预计将在不久的将来导致消费者价格进一步上涨。尽管内存制造商本身尚未正式证实这些报道,但这种情况表明AI和数据中心扩张面临着重大的瓶颈。 AI

影响 由于内存供应限制,可能成为AI发展和数据中心扩张的瓶颈。

排序理由 关于关键硬件组件已售罄的报道。[lever_c_demoted from significant: ic=1 ai=0.7]

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2027年DRAM和HBM产能据称已售罄,预示价格上涨

报道来源 [1]

  1. Mastodon — sigmoid.social TIER_1 English(EN) · [email protected] ·

    2027年所有DRAM和HBM产能已售罄,未计划进一步供应。(公司尚未证实此消息)

    「 all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have not yet confirmed this to be the case.) Of course, that only means that retail prices are going to go up even further in the near future 」 https://www. ign.c…