近日，全球领先的存储芯片制造商美光科技（Micron Technology）发布预测称，当前的存储芯片供应短缺问题可能将持续至2028年。这一判断主要基于人工智能（AI）、数据中心、5G通信以及电动汽车等新兴技术对高性能存储器（如DRAM和NAND闪存）需求的持续激增。美光指出，尽管行业在过去几年经历了产能扩张，但面对AI服务器和边缘计算设备对高带宽、低延迟存储解决方案的迫切需求，现有产能仍难以满足长期增长趋势。此外，地缘政治因素、供应链复杂性以及先进制程技术的研发周期延长，也进一步限制了产能的快速释放。美光已宣布加大在先进封装、HBM（高带宽内存）等关键技术上的投资，并计划在美国、日本等地扩大制造能力，以应对未来数年的供需失衡。分析师认为，若存储短缺持续，相关产品价格可能维持高位，进而影响消费电子、汽车及云计算等多个下游产业的成本结构与产品定价策略。
Recently, Micron Technology, a leading global memory chip manufacturer, forecast that the current shortage of memory chips could persist until 2028. This outlook is primarily driven by surging demand for high-performance memory—such as DRAM and NAND flash—from emerging technologies including artificial intelligence (AI), data centers, 5G communications, and electric vehicles. Micron noted that despite industry-wide capacity expansions over the past few years, existing production capabilities still fall short of meeting the long-term growth trajectory fueled by AI servers and edge computing devices requiring high-bandwidth, low-latency memory solutions. Furthermore, geopolitical tensions, supply chain complexities, and extended development cycles for advanced semiconductor processes are also constraining rapid capacity ramp-up. In response, Micron has announced increased investments in key technologies like advanced packaging and High Bandwidth Memory (HBM), along with plans to expand manufacturing capacity in the U.S. and Japan to address the anticipated supply-demand imbalance over the coming years. Analysts suggest that prolonged shortages could keep memory prices elevated, impacting cost structures and pricing strategies across downstream sectors such as consumer electronics, automotive, and cloud computing.
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