# 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

- 来源：Chubby
- 发布时间：2026-08-08 22:07
- AIWatch 分数：57
- AIWatch 标记：未精选
- AIWatch 链接：https://aiwatch.icu/events/evt_01kzgwj9e6bwcx05ncanbptf2f
- 原文链接：https://x.com/kimmonismus/status/2086091811710488695

## 精选理由

常规快讯，保留列表

## AI 摘要

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。

## 正文

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.