Global DRAM Shortage and High Hardware Prices to Persist Through 2028 Due to AI Demand and Cleanroom Bottleneck
English summary
The global DRAM shortage and elevated hardware prices are projected to continue until 2028, driven by surging AI demand. Despite record fiscal third-quarter results, Micron cautioned that supply will take considerable time to catch up with demand. TrendForce attributes the delayed supply response to limited cleanroom availability, which has become the key bottleneck constraining new wafer capacity.
Chinese summary
全球DRAM短缺和硬件高价趋势预计将持续至2028年，主要受AI需求激增推动。尽管美光公布创纪录的第三季度业绩，但警告供应需要相当长时间才能追上需求。集邦咨询将供应延迟归因于洁净室可用性有限，这已成为制约新晶圆产能的关键瓶颈。
Key points
Global DRAM shortage and elevated hardware prices expected to last through 2028.
全球DRAM短缺和硬件高价预计持续至2028年。
Surging AI demand is the primary driver of this prolonged shortage.
AI需求激增是此次长期短缺的主要驱动力。
Micron, despite record results, warns that supply will lag for a considerable time.
美光尽管业绩创纪录，但警告供应仍将长期滞后。
TrendForce identifies limited cleanroom availability as the key bottleneck for new wafer capacity.
集邦咨询指出洁净室可用性有限是新增晶圆产能的关键瓶颈。