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English(EN) https:// winbuzzer.com/2026/10/01/memor y-maker-micron-sees-shortages-worsening-through-2028-xcxwbn/ Memory maker Micron expects AI-driven memory demand to outp

美光警告称，由于AI需求，RAM短缺将持续到2028年 · 跟踪6个来源

作者 PulseAugur 编辑部 · [6 个来源] ·

美光科技预计，由于对AI相关高带宽内存（HBM）的需求激增，全球RAM短缺将持续到2028年。首席执行官Sanjay Mehrotra表示，公司大部分产能已分配完毕，预计消费者和设备制造商的价格将显著上涨。尽管美光正在投资建设新工厂，但短期内增加的产能预计无法缓解供应限制或价格压力。该公司报告称，由于HBM和数据中心SSD销售的高利润率，其收入创下纪录，凸显了AI对内存市场的重大影响。 AI

影响 由于AI的内存需求，预计消费电子产品和数据中心的持续价格上涨和供应有限。

排序理由 美光首席执行官在财报电话会议上就AI驱动的需求导致2028年前持续的全球RAM短缺和定价发表的评论。

在 Mastodon — mastodon.social 阅读 →

AI 生成摘要 · Google Gemini · 来自 6 个来源。 我们如何撰写摘要 →

美光警告称，由于AI需求，RAM短缺将持续到2028年 · 跟踪6个来源

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美光首席执行官在财报电话会议上就AI驱动的需求导致2028年前持续的全球RAM短缺和定价发表的评论。
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6 independent sources
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infra, product
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3 days old
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报道来源 [6]

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

    美光CEO警告：内存短缺将持续到2028年

    Memory shortages set to persist into 2028, warns Micron CEO https:// fed.brid.gy/r/https://www.euro gamer.net/micron-ram-shortage-2028-earnings-ai-demand

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    🎮 内存制造商公布创纪录利润，并预测未来几年“价格将更高”和“行业紧缩将加剧” 美光科技不看好人工智能泡沫

    🎮 RAM Maker Celebrates Record Profits And Predicts ‘Even Higher Prices’ And ‘Greater Tightness In The Industry’ In The Years Ahead Micron doesn't see the AI bubble popping any time soon 📰 Source: Kotaku 🔗 Link: https://kotaku.com/ram-maker-celebrates-record-profits-and-predicts-e…

    链接 kotaku.com/ram-maker-celebrates-record-pr…
  3. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    美光（Micron）利润创纪录，但没有你的芯片！https:// hardware.slashdot.org/story/26/10/01/1822222/micron-projects-tightening-ram-shortages-through-2

    Micron is making record profits, but no chips for YOU! https:// hardware.slashdot.org/story/26 /10/01/1822222/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit # RAM # Micron # AI

    链接 hardware.slashdot.org/…/micron-projects-t… hardware.slashdot.org/…/26
  4. Mastodon — mastodon.social TIER_1 English(EN) · winbuzzer ·

    内存制造商美光预计AI驱动的内存需求将持续增长

    https:// winbuzzer.com/2026/10/01/memor y-maker-micron-sees-shortages-worsening-through-2028-xcxwbn/ Memory maker Micron expects AI-driven memory demand to outpace expanding supply through 2028, intensifying competition for chips among data-center and device makers. # AI # DRAM #…

  5. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    美光称RAM供应将恶化，CEO庆祝“高得多”的价格 https://www. theregister.com/systems/2026/1 0/01/ram-supply-set-to-worsen-says-mic

    RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices https://www. theregister.com/systems/2026/1 0/01/ram-supply-set-to-worsen-says-micron-as-ceo-celebrates-much-higher-prices/5300346 # ai # enshittification # enshitification

    链接 theregister.com/…/5300346
  6. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    AI需要记忆。美光公司正在从中获利。创纪录的2026财年业绩使内存芯片成为焦点——但这次繁荣对您的下一台PC升级意味着什么？# Mic

    AI needs memory. Micron is cashing in. Record fiscal 2026 results put memory chips in the spotlight—but what could the boom mean for your next PC upgrade? # Micron # AI # Semiconductors https://www. cryovex.com/micron-fiscal-2026 -results-reports-record-fourth-quarter/

    链接 cryovex.com/micron-fiscal-2026-results-re… cryovex.com

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