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  1. Last 7 days
    1. Our customers are recognizing that supply shortages in memory and storage will take considerable time to improve, even as we expect industry supply to improve gradually in 2028.

      大多数人认为供应链问题通常是短期现象,会随着产能扩张而迅速解决。然而美光CEO暗示内存短缺将持续到2028年,这种长期短缺预期挑战了人们对科技行业供应链弹性的传统认知,表明AI驱动的需求增长可能已经改变了行业基本动态。

  2. Jun 2023
  3. Mar 2021