内存芯片紧缺状况为何超出预期，紧缺局面或将持续至 2029 年才会缓解 Why the memory chip crunch is greater than expected, and may not ease until 2029.pptxVIP

AIdemandhasdrivenmemorychippricestounprecedentedlevelsin2026.Forinstance,costsforAIserverdynamicrandom-accessmemory(DRAM)roughlydoubledduringthefirst

quarterof2026,1withanexpectedfourfoldincreaseforthefullyear.2Althoughmemorychipmakersareincreasingtheircapitalexpendituretoaddcapacity,thatnewsupplyisn’texpectedtocomeonlineuntil2029or2030.3Asaresult,enterprisesthatneedmemorychipsmayneedtopaymoreandwaitlongertogetthesescarcebutvitalproducts.

Therearestepsexecutivesinthesemiconductoranddatacenterindustry