内存公司（美光、闪迪）的DRAM/HBM和NAND产能已售罄至2027年，客户仅获得所需数量的60-70%，预示严重短缺。
内存公司（美光、闪迪）的DRAM/HBM和NAND产能已售罄至2027年，客户仅获得所需数量的60-70%，预示严重短缺。
“SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.”原帖：X / @aleabitoreddit ↗