瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。
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As McKenzie speaks about his job, it is a stunning Antarctic summer's day, a balmy -15C. The view outside his window is a vast expanse of white as far as the eye can see, smoothed over by an equally vast layer of pure blue.
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