美国存储器大厂美光科技 (MU-US) 上周公布亮眼财报,不仅最新一季业绩大幅超越市场预期,对当前季度的展望同样强劲。然而,这份“爆表”成绩单,正凸显科技硬体产业正在酝酿的一项重大变化:2026 年全球存储器芯片恐出现严重短缺,规模甚至可能超越 2020 至 2021 年疫情期间的芯片供应危机。根据《巴隆周刊》报导,这样的趋势对存储器制造商如美光而言是明显利多,但对涵盖智能手机、PC、汽车等...
Source Link美国存储器大厂美光科技 (MU-US) 上周公布亮眼财报,不仅最新一季业绩大幅超越市场预期,对当前季度的展望同样强劲。然而,这份“爆表”成绩单,正凸显科技硬体产业正在酝酿的一项重大变化:2026 年全球存储器芯片恐出现严重短缺,规模甚至可能超越 2020 至 2021 年疫情期间的芯片供应危机。根据《巴隆周刊》报导,这样的趋势对存储器制造商如美光而言是明显利多,但对涵盖智能手机、PC、汽车等...
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