金吾财讯 | 美光科技（MU）盘前震荡走弱，报936.520美元，盘前下跌3.13%。美光科技首席执行官Sanjay Mehrotra于8月20日表示，人工智能已从根本上改变了存储芯片行业的需求逻辑，使其从一个高度周期性的大宗商品市场，转变为AI基础设施不可或缺的战略性组件。在需求端，Mehrotra透露，数据中心客户目前的采购意愿约为美光实际可承诺供应量的150%，即需求超出供给约50%，公司产能仍无法满足市场需求。与此同时，美光正通过长期战略协议锁定客户需求，以降低对现货市场波动的敞口——这是该行业结构性转变的又一重要信号。Mehrotra称，AI使存储芯片从一个高度周期性的大宗商品市场，转变为AI基础设施不可或缺的战略性组件。数据中心客户目前的采购意愿约为美光实际可承诺供应量的150%，即需求超出供给约50%，公司产能仍无法满足市场需求。存储采购模式也从"比价竞标"转向与客户协同设计。
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