美光高管確認已向多領域客戶發布 DDR4 / LPDDR4 內存 EOL 通知

市場資訊

2025/06/13

　　炒股就看金麒麟分析師研報，權威，專業，及時，全面，助您挖掘潛力主題機會！

IT之家 6 月 13 日消息，美光執行副總裁兼首席商務官 Sumit Sadana 在接受台媒《電子時報》 (DIGITIMES) 專訪時表示，該企業已向 PC 及數據中心等領域客戶發布 DDR4 / LPDDR4 內存 EOL 停產通知，預計明年一季度後消費性、PC 及數據中心用 DDR4 將縮產或減產。

美光未來仍將向車用、工業、網通三大領域長期客戶持續供應 DDR4 / LPDDR4 內存，以滿足這部分客戶對品質和穩定供應的需求。Sumit Sadana 認為 DDR4 嚴重缺貨的現狀將得到延續。

Sumit Sadana 表示，存儲器的毛利率和定價尚未達到半導體行業的普遍水平；美光下部將針對獲利較低的細分市場（如移動設備）提高定價能力，確保能增加利潤。

海量資訊、精準解讀，盡在新浪財經APP

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專訪時表示，該企業已向 PC 及數據中心等領域客戶發布 DDR4 / LPDDR4 內存 EOL 停產通知，預計明年一季度後消費性、PC 及數據中心用 DDR4 將縮產或減產。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/96b5-6cbb676fcc51dcc569b56787a00c8aab.jpg\"/><span></span></div><p cms-style=\"font-L\">美光<a href=\"https://laohu8.com/S/600532\">未來</a>仍將向車用、工業、網通三大領域長期客戶持續供應 DDR4 / LPDDR4 內存，以滿足這部分客戶對品質和穩定供應的需求。Sumit Sadana 認為 DDR4 嚴重缺貨的現狀將得到延續。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/e47b-e86bf1f52f7d36fbc787b72c2124e09a.jpg\"/><span></span></div><p cms-style=\"font-L\">Sumit Sadana 表示，存儲器的毛利率和定價尚未達到半導體行業的普遍水平；<font cms-style=\"font-L strong-Bold\">美光下部將針對獲利較低的細分市場（如移動設備）提高定價能力</font>，確保能增加利潤。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/8322-a467900e83f34899b41237a3e3334148.jpg\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在<a href=\"https://laohu8.com/S/SINA\">新浪</a>財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml\">市場資訊</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0127658192.USD","symbol_name":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml","article_id":"2543753205","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2543753205","pubTimestamp":1749783060,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"IT之家 6 月 13 日消息，美光執行副總裁兼首席商務官 Sumit Sadana 在接受台媒《電子時報》  專訪時表示，該企業已向 PC 及數據中心等領域客户發布 DDR4 / LPDDR4 內存 EOL 停產通知，預計明年一季度後消費性、PC 及數據中心用 DDR4 將縮產或減產。美光未來仍將向車用、工業、網通三大領域長期客户持續供應 DDR4 / LPDDR4 內存，以滿足這部分客户對品質和穩定供應的需求。Sumit Sadana 認為 DDR4 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