全球DRAM短缺及硬件高价预计持续至2028年，AI需求与洁净室瓶颈为主因

关键要点

1. 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。

2. 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。

3. 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。

4. 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。