美光预计DRAM短缺将持续到2025年,供应仅满足需求的一半至三分之二。
Micron expects DRAM shortages to persist through 2025, with supply meeting only half to two-thirds of demand.
Micron Technology预计,到2025年,DRAM将持续短缺,CEO Sanjay Mehrotra说,该公司只能满足目前需求的一半至三分之二。
Micron Technology expects ongoing DRAM shortages through 2025, with CEO Sanjay Mehrotra stating the company can only meet half to two-thirds of current demand.
尽管存在供应限制,但数据中心、大赦国际和消费电子产品的强劲需求继续驱动着公司的业绩。
Despite the supply constraints, strong demand from data centers, AI, and consumer electronics continues to drive the company's performance.
展望反映了整个行业的持续短缺,微粒预测近期内供应量的改善有限。
The outlook reflects persistent industry-wide shortages, with Micron projecting limited improvement in supply availability in the near term.