# SemiAnalysis称SRAM供应无限但逻辑晶圆受限

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-06-26 08:30
- AIHOT 分数：23
- AIHOT 链接：https://aihot.virxact.com/items/cmqu7z9bz022asl804jgyiex9
- 原文链接：https://x.com/SemiAnalysis_/status/2070303556964401637

## AI 摘要

"所以你是说你的SRAM供应是无限的？"

"是的"

"但制造SRAM的逻辑晶圆供应受限？"

"是的Dave，没错"

## 正文

"So you're saying that your SRAM supply is infinite？"

"Yes"

"But the logic wafers on which the SRAM is fabbed is supply constrained？"

"Yes Dave that's right"