UBS警告说,由于AI和数据中心的需求,DRAM短缺情况会恶化,从而推动Micron的展望。 UBS warns of worsening DRAM shortages due to AI and data center demand, boosting Micron’s outlook.

UBS报告说,由于AI、数据中心和消费电子产品需求激增,DRAM短缺情况不断恶化,在生产受限的情况下限制了供应增长。 UBS reports worsening DRAM shortages due to surging demand from AI, data centers, and consumer electronics, limiting supply growth amid constrained production. 该公司预测微额供资技术公司每股收入在未来的季度将达到30美元,其驱动力是强劲的定价力和紧凑的库存。 The firm forecasts Micron Technology’s earnings per share could reach $30 in coming quarters, driven by strong pricing power and tight inventories. 不断上升的订单积压和库存水平低,支持了有利的近期前景,先进计算中不断增长的记忆需求为这一前景提供了动力。 Rising order backlogs and low stock levels support a favorable near-term outlook, fueled by growing memory needs in advanced computing. 虽然宏观经济压力和潜在的供过于求等长期风险仍然存在,但目前的环境有利于DRAM制造商。 While long-term risks like macroeconomic pressures and potential oversupply remain, the current environment favors DRAM manufacturers.