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English(EN) Micron projects tightening RAM shortages through 2028 as it generates record profit

美光预测内存短缺将持续到2028年,公司利润创纪录

美光科技公司预计,尽管产量增加,但动态随机存取存储器(DRAM)和NAND闪存芯片的短缺将持续到2028年。该公司报告了创纪录的利润和高毛利率,并将需求归因于AI数据中心。首席执行官Sanjay Mehrotra表示,2027年和2028年的供应将无法满足需求,这将导致消费者价格上涨。这一预测与宏碁首席执行官预测PC价格下跌的说法形成对比。 AI

影响 AI数据中心持续的高需求可能会使内存芯片价格保持在高位,从而影响整体硬件成本。

排序理由 公司对其关键组件的财务指导和供应链预测。[lever_c_demoted from significant: ic=1 ai=0.7]

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美光预测内存短缺将持续到2028年,公司利润创纪录

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公司对其关键组件的财务指导和供应链预测。[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) · Jowi Morales ·

    Micron 预计 2028 年前内存短缺将加剧,公司创纪录利润

    Micron makes big money amid the NAND and DRAM shortage. Company expects supply crunch to continue through 2028.