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三大DRAM供应商（三星、SK海力士、美光）已分配完2027年全年DRAM和HBM产能，预计将导致Mac和数据中心等短缺
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三大DRAM供应商（三星、SK海力士、美光）已分配完2027年全年DRAM和HBM产能，预计将导致Mac和数据中心等短缺。
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原文
Samsung, SK hynix, and Micron, the three dominant suppliers, have reportedly allocated their full-year DRAM and HBM capacity before 2027 has even begun.
Again, CXMT (China) is the only hope right now. They scale a lot.
Expect upcoming shortages for mac minis, macbooks and data center buildouts.
SK hynix expects customer demand to exceed its production capacity beyond 2030.
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