作者丨谢耀帆监制丨陈嘉就“内存三巨头”三星、SK海力士、美光目前都在疯狂建厂扩产能,似乎内存短缺的局面将有所好转?想多了,别人扩产的产能是给AI用的,消费者业务还是别自作多情了。美光爱达荷州博伊西市晶圆厂工地现场据《华尔街日报》2月16日报道,美光在爱达荷州博伊西买下了一块450英亩(约1.82km²)的地,准备在这里建设两座晶圆厂。第一家工厂预计在2027年年中产出首批晶圆并用于HBM方面。报道...
Source Link作者丨谢耀帆监制丨陈嘉就“内存三巨头”三星、SK海力士、美光目前都在疯狂建厂扩产能,似乎内存短缺的局面将有所好转?想多了,别人扩产的产能是给AI用的,消费者业务还是别自作多情了。美光爱达荷州博伊西市晶圆厂工地现场据《华尔街日报》2月16日报道,美光在爱达荷州博伊西买下了一块450英亩(约1.82km²)的地,准备在这里建设两座晶圆厂。第一家工厂预计在2027年年中产出首批晶圆并用于HBM方面。报道...
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