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。