美光CEO：存储芯片短缺至少持续至2026年以后为短中期产品定价提供坚实支撑_老虎社区_美港股上老虎

美光CEO：存储芯片短缺至少持续至2026年以后为短中期产品定价提供坚实支撑

格隆汇03-19 09:53

美东时间周三盘后，美光科技首席执行官桑杰・梅赫罗特拉在财报电话会上表示，当前存储芯片行业处于供应短缺状态，且这种状况将持续至2026年以后，这为短期和中期的产品定价提供了坚实支撑。为解决供需之间的巨大缺口，美光科技正积极推进全球产能布局，预计2027财年，公司资本支出将大幅增加，主要用于高带宽存储器（HBM）和 DRAM 相关投资。

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