2026年2月4日，英特尔首席执行官公开表示，据多家内存制造商反馈，当前全球内存供应紧张局面预计将持续至2028年。此次短缺主要源于AI服务器需求激增、先进制程产能受限及部分厂商扩产放缓。英特尔称正协同供应链优化库存与交付节奏，但短期内难以显著缓解。该判断基于行业头部厂商的联合评估，涉及DRAM与高带宽内存（HBM）两大品类。
Source Link2026年2月4日，英特尔首席执行官公开表示，据多家内存制造商反馈，当前全球内存供应紧张局面预计将持续至2028年。此次短缺主要源于AI服务器需求激增、先进制程产能受限及部分厂商扩产放缓。英特尔称正协同供应链优化库存与交付节奏，但短期内难以显著缓解。该判断基于行业头部厂商的联合评估，涉及DRAM与高带宽内存（HBM）两大品类。
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