“全力生产也跟不上需求”,美光CEO称数据中心需求高出产能50%

智通财经
Aug 21
【“全力生产也跟不上需求”,美光CEO称数据中心需求高出产能50%】美光科技公司CEO桑杰・梅赫罗特拉周四表示,人工智能已从根本上改变了存储行业,这是一个素来容易经历繁荣与萧条周期的行业,“如今,没有内存就谈不上人工智能。人工智能系统需要更多内存,需要更高性能的内存,还需要更低功耗的内存。因此,内存的价值逻辑已经彻底改写。”他表示,即便美光全力生产,依旧无法满足这部分市场需求,“我们各个终端市场的所有客户,会把我们生产的产品全部采购。” 他补充道,目前数据中心客户的采购需求,比美光能够承诺供应的规模高出约50%。

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