存储大厂谈供应短缺，建厂2028年前不会带来实质效果？

全球SSD01-12

近期，存储大厂美光行动与客户事业部副总裁、营销长Christopher Moore接受外媒WCCFtech的专访，分享针对退出消费者市场、存储市场供应短缺等问题的看法。首先谈到美光退出 Crucial 消费者业务一事，Moore 认为美光实际仍在努力服务全球消费者，只是通过不同渠道。美光在客户端与移动市场仍保持相当规模的业务，并持续服务数据中心客户。目前数据中心市场的总可用市场（TAM）正快速...

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Will building factories not bring substantial results before 2028?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1.95},"content_text":"近期，存储大厂美光行动与客户事业部副总裁、营销长Christopher Moore接受外媒WCCFtech的专访，分享针对退出消费者市场、存储市场供应短缺等问题的看法。首先谈到美光退出 Crucial 消费者业务一事，Moore 认为美光实际仍在努力服务全球消费者，只是通过不同渠道。 美光在客户端与移动市场仍保持相当规模的业务，并持续服务数据中心客户。 目前数据中心市场的总可用市场（TAM）正快速扩张，公司也致力于满足这一增长需求。此外，通过OEM消费者渠道，其实占公司占比相当大。 换言之，美光直接向戴尔、华硕等整合商供应内存模块（如 LPDDR5），这些制造商再将模组整合到自家产品设计中。 Moore表示，虽然退出Crucial让外界认为美光抛弃了消费者，但实际上，美光仍通过OEM模式掌握消费者供应链大部分占比。Moore也强调，美光与每一间PC品牌都有联系，并持续供应内存模组，但公司无法忽视AI产业的需求。 现在整个业界都出现短缺，美光和同业都在努力服务这些市场，但供应还是远远不够。在被问到是否能建设新晶圆厂，来解决内存短缺问题？ Moore 坦言，目前短缺的最大挑战在于存储器模组的“容量差异化”问题。 简单来说，如果苹果同时需要 8 GB、12 GB 和 16 GB 模组，美光需要调整机器来满足需求，这会导致生产效率下降。Moore 表示，如果一座晶圆厂有很多机器在生产某一片芯片，但必须停掉这些机器，改去生产另一片芯片，产量自然会下降。 现在美光的做法是尽可能用最少的芯片数量，并最大化少量不同的模块（DID）产出，“我知道消费者会想把12 GB升到16 GB，或16 GB升到24 GB，但这些变更实际上会降低产量。 所以美光努力让需求保持稳定，以便供应能稳定并最大化产出。”这也证实过去有关于笔电和智能手机厂商正尝试限制内存配置的报道。 对美光来说，这也是短期内确保生产稳定性和良率的最佳方案。 更重要的是，由于AI热潮，客户对运算能力的需求更高，从一代DRAM切换到另一代的需求也比以往更频繁，意味美光调整新设备和生产流程的频率增加了。最后Moore也预期，美光的晶圆厂扩建计划在2028年前不会带来任何实质效果，因为建厂和客户认证需要大量时间，再加上AI客户对技术与良率的高要求，建立新晶圆厂已成为一个更加漫长的过程。 他坦言，存储器制造商正加紧建设新产线，但制程限制最终导致延后，这意味DRAM短缺可能还会持续相当长时间，至少要等到AI需求开始下降为止。（文章来源：科技新报）#存储器","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602597899","isCrawlerRequest":true}