hyperscale buyers have reportedly already locked in almost all of the global DRAM production capacity for 2027
EP.99 故事线A: 超大规模采购商已锁定 2027 年几乎全部 DRAM 产能——这是「AI 基础设施飞轮」的物质基础。SK 海力士 CEO 预测 2027 年将是内存供应史上最糟糕的一年,危机远未见顶。AI 云财报的亮丽数字背后,是一场全球性的资源争夺。
hyperscale buyers have reportedly already locked in almost all of the global DRAM production capacity for 2027
EP.99 故事线A: 超大规模采购商已锁定 2027 年几乎全部 DRAM 产能——这是「AI 基础设施飞轮」的物质基础。SK 海力士 CEO 预测 2027 年将是内存供应史上最糟糕的一年,危机远未见顶。AI 云财报的亮丽数字背后,是一场全球性的资源争夺。
we are looking at year-over-year increases nearing 500% for high-capacity kits
EP.99 故事线A: 高容量内存年增 500%,普通 64GB DDR5 套件从 200 美元涨到 1100 美元。这与 AI 数据中心「垄断 2027 年全球 DRAM 产能」直接相关。AI 算力军备竞赛的成本,正在以意想不到的方式向下传导到消费者。
One of the largest PC suppliers, Dell, was reported to be planning a price hike that could raise hardware costs by hundreds of dollars. Interestingly, for consumers opting for higher memory configurations, this would now require a significant price increase. Here were the price increases that were reported across a variety of products: $130–$230 increase for Dell Pro and Pro Max notebooks and desktops configured with 32 GB of memory $520–$765 increase for systems configured with 128 GB of memory $55–$135 increase for configurations with a 1 TB SSD $66 increase for AI laptops equipped with an NVIDIA RTX PRO 500 Blackwell GPU (6 GB) $530 increase for AI laptops equipped with an NVIDIA RTX PRO 500 Blackwell GPU (24 GB) Similarly, companies like ASUS and Acer were also reported to be bumping up PC pricing to cope with memory shortages, and according to Acer's Chairman, Jason Chen, the BoM (Bill of Materials) for several products within Acer's portfolio has risen dramatically, leaving no choice but to increase prices to ensure consistent supply. Small-scale manufacturers like Framework are also looking to increase the cost of upgrading RAM on existing configurations, indicating a widespread "price hike" wave approaching gamers.
price hikes of DRAM, due to pc laptop manufacturers having trouble in getting enough RAM. Shortages to keep going for 2026, after 2025. AI supply chain gobbling up the rest.
The disadvantage of the two-dimensional array organization isthat addresses must be sent in two distinct steps, which increases the access time.
two-dimensional array 的缺点是什么?
One reason circuit designers organize DRAMs as two-dimensional arraysinstead of linear arrays is to reduce the number of address pins on the chip.
DRAMs 被设计成 two-dimensional array 的原因是什么?