内存短缺可能持续数年
阅读原文· theverge.com内存市场面临严重的供应短缺危机，且这一状况预计将持续数年。需求激增与产能扩张之间的结构性失衡导致供应链持续紧张，可能对全球数据中心建设、人工智能训练及消费电子产业造成长期影响。行业分析师警告，短期内难以缓解的短缺态势将推高内存产品价格，并制约下游科技制造业的发展。
Memory makers are only expected to meet 60 percent of demand by the end of 2027.
Memory makers are only expected to meet 60 percent of demand by the end of 2027.
According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.
The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.
Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.