美光：晶圆厂扩建周期长存储器供应紧张或延续至2028年之后

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美光科技移动与客户端业务部门市场副总裁克里斯托弗·摩尔近日在接受外媒采访时指出，受晶圆厂建设周期长、客户认证流程复杂等因素影响，全球存储器市场供应紧张局面预计将持续至2028年之后。这一观点与美光近期公布的产能扩张计划形成印证，凸显半导体行业产能释放的长期性挑战。根据美光披露的扩产路线图，其纽约州首座晶圆厂将于2030年启动量产，第二座工厂预计2033年投产，第四座工厂则规划在2045年前后建成。...

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美光：晶圆厂扩建周期长 存储器供应紧张或延续至2028年之后

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美光：晶圆厂扩建周期长存储器供应紧张或延续至2028年之后