# 内存芯片短缺持续到2027年，美光季度营收翻四倍至414.5亿美元

- 来源：TechCrunch：AI（RSS）
- 作者：Kirsten Korosec
- 发布时间：2026-06-25 05:30
- AIHOT 分数：56
- AIHOT 链接：https://aihot.virxact.com/items/cmqslfxtk043pslfurgqk4n64
- 原文链接：https://techcrunch.com/2026/06/24/the-memory-chip-crunch-is-paying-off-for-this-u-s-company

## AI 摘要

美光（Micron）周三收盘后公布第三财季财报，营收同比翻四倍至414.5亿美元，利润从18.8亿美元增至282亿美元。公司预测第四财季营收介于490亿至510亿美元。美光还与AI公司Anthropic签署内存和存储芯片供应协议，并参与了Anthropic的H轮融资（未披露投资额）。AI热潮导致的内存芯片短缺预计将持续至2027年，苹果CEO库克一周前已警告产品涨价不可避免。

## 正文

The AI boom has fueled dozens of new startups and minted a new class of billionaires. It has also produced a serious shortage of memory chips — a critical component for compute-hungry AI models — which some predict could persist through 2027.

This era of RAMageddon isn’t just a corporate problem. As demand spikes and squeezes supply, prices are rising and trickling down to consumers. Apple CEO Tim Cook warned just a week ago that price increases for its products are unavoidable.

But amid this Mad Max-esque fight for memory chips, some companies are coming out ahead. Micron, the largest U.S. computer-memory chip maker — with a market cap of $1.2 trillion — is one of them. That hasn’t always been the case. The company’s shares were trading around $83 in early 2024 (with a market cap of about $91 billion) and closed today at $1,048.51.

The company reported third-quarter earnings after markets closed Wednesday, and the results sent shares soaring more than 13%. Revenue quadrupled to $41.45 billion compared with the same period a year ago. The company’s profit, meanwhile, rose from $1.88 billion to an incredible $28.2 billion year-over-year.

The Idaho-based company also gave investors a positive outlook, forecasting fourth-quarter revenue of between $49 billion and $51 billion.

The strong results arrive the same week Micron inked a deal to supply AI lab Anthropic with memory and storage chips. Micron also disclosed that it participated in Anthropic’s Series H funding round, though it didn’t disclose how much it invested.