美光科技CEO:HBM芯片供不应求 将成明年存储板块核心增长动力

格隆汇
Sep 24

美东时间周二盘后,美光科技CEO Sanjay Mehrotra在财报电话会上指出,预计全球存储芯片(尤其 HBM)供需不平衡将加剧,因DRAM 库存低于目标,而NAND 库存持续下降;同时,明年HBM产能已基本锁定,需求增长显著,2026 年HBM出货量增速预计超整体DRAM,成存储板块核心增长动力。

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