美光高管表示,尽管进行了巨额投资,但内存短缺问题在2028年之前不会得到改善。 全球最大内存制造商之一美光科技移动与客户端业务部门营销副总裁Christopher Moore在采访中表明,当前的紧张局面并非厂商主动调整客户结构所致,而是 AI 数据中心需求爆发叠加内存制造复杂度持续上升,共同推动行业供给边界被迅速拉紧。 在这一背景下,即便行业资本开支维持高位,内存供给的实质性改善仍需要较长时间窗口...
Source Link美光高管表示,尽管进行了巨额投资,但内存短缺问题在2028年之前不会得到改善。 全球最大内存制造商之一美光科技移动与客户端业务部门营销副总裁Christopher Moore在采访中表明,当前的紧张局面并非厂商主动调整客户结构所致,而是 AI 数据中心需求爆发叠加内存制造复杂度持续上升,共同推动行业供给边界被迅速拉紧。 在这一背景下,即便行业资本开支维持高位,内存供给的实质性改善仍需要较长时间窗口...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.