群联CEO预警：DRAM与NAND短缺或延续至2030年后，消费市场面临深度调整

ITBEAR科技资讯02-18

群联电子首席执行官潘健成近日发出警告，DRAM内存与NAND闪存的市场短缺状况远超业界预期，且这一结构性供需失衡问题或将延续至2030年后。他指出，当前晶圆代工厂在供应链中占据绝对主导地位，甚至要求客户预付未来三年产能款项，这种前所未有的交易模式凸显了供应端的强势地位。据行业内部估算，存储芯片短缺局面至少将持续至2030年，部分分析甚至认为危机可能延续十年之久。潘健成特别提到，英伟达即将推出的...

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