美光CEO：DRAM短缺将持续至2026年以后，客户签订多年期合同锁定产能

爱集微2025-12-18

美光科技在终止其Crucial（英睿达）消费者品牌后的首次财报电话会议中宣布了DRAM和NAND业务的创纪录营收。在2026财年第一季度财务状况的电话会议上，美光首席执行官、董事长兼总裁Sanjay Mehrotra重申了整个存储器行业一直在传达的信息——DRAM短缺将持续到2026年以后。在第一财季，美光报告创纪录营收达136.4亿美元，同比增长近57%，同时实现了"显著的利润率扩张"。美光将这...

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