美光科技CEO：HBM需求增速将持续跑赢传统DRAM直至2028年_老虎社区_美港股上老虎

美光科技CEO：HBM需求增速将持续跑赢传统DRAM直至2028年

智通财经10-01

【美光科技CEO：HBM需求增速将持续跑赢传统DRAM直至2028年】美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示，结构性的供需增长率差距导致了持续的供应紧张，即使考虑到行业新增的DRAM洁净室空间计划，在强劲的需求趋势下，我们看不到供需何时能恢复平衡的拐点。行业HBM需求增速将持续跑赢传统DRAM直至2028年。Sanjay Mehrotra透露，美光2027年HBM的大部分供应已经签订协议，“价格同比大幅上涨，这缩小了与传统DRAM之间的毛利率差距。”

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