戴尔CEO预警:2027年内存短缺情况将进一步恶化

格隆汇
Oct 21
据IT之家,戴尔董事长兼首席执行官认为,内存短缺的局面远未结束。他表示,随着人工智能数据中心持续消耗动态随机存取存储器(DRAM)与高带宽内存(HBM)的供货量,明年供应形势还会进一步恶化。制约交付的正是内存:AI 加速芯片需要大量高带宽内存,而配套服务器仍依赖传统动态随机存取存储器。供应缓解看起来遥遥无期。新建内存工厂大约需要四年建设周期,因此戴尔预计要到2029或2030年才会出现显著新增产能。这和美光首席执行官的观点一致,后者近期表示2027、2028年的供应紧张程度将远超今年。

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