Chubby♨️@kimmonismus据报道，2027年的DRAM和AI内存供应已经售罄。 三星、SK海力士和美光这三大主导供应商，据报道在2027年尚未开始之前，就已分配完其全年DRAM和HBM产能。 再次强调，CXMT（中国）目前是唯一的希望。他们扩产幅度很大。 预计Mac mini、MacBook和数据中心建设将面临即将到来的短缺。 SK海力士预计，2030年之后客户需求将超过其生产能力。
2027's DRAM and AI memory supply is reportedly already sold out.
Samsung, SK hynix, and Micron, the three dominant suppliers, have reportedly allocated their full-year DRAM and HBM capacity before 2027 has even begun.
Again, CXMT (China) is the only hope right now. They scale a lot.
Expect upcoming shortages for mac minis, macbooks and data center buildouts.
SK hynix expects customer demand to exceed its production capacity beyond 2030.
来源：Chubby♨️ · x.com
据报道，2027年的DRAM和AI内存供应已经售罄。 三星、SK海力士和美光这三大主导供应商，据报道在2027年尚未开始之前，就已分配完其全年DRAM和HBM产能。 再次强调，CXMT（中国）目前是唯一的希望。他们扩产幅度很大。 预计Mac mini、MacBook和数据中心建设将面临即将到来的短缺。 SK海力士预计，2030年之后客户需求将超过其生产能力。
2027's DRAM and AI memory supply is reportedly already sold out.
Samsung, SK hynix, and Micron, the three dominant suppliers, have reportedly allocated their full-year DRAM and HBM capacity before 2027 has even begun.
Again, CXMT (China) is the only hope right now. They scale a lot.
Expect upcoming shortages for mac minis, macbooks and data center buildouts.
SK hynix expects customer demand to exceed its production capacity beyond 2030.
来源：Chubby♨️· x.com