[漲價] 三星 : 記憶體短缺將加劇且持續
Samsung warns memory crunch will last through 2028 as profit rises 19-fold
三星警告稱，儘管利潤增長19倍，但記憶體短缺將持續到2028年
https://www.theregister.com/systems/2026/07/30…
Samsung Electronics is warning that the current memory supply crunch will deepen next year and persist through 2028, a shortage that keeps padding its own record profits at the expense of enterprise customers and consumers.三星電子警告稱，目前的記憶體供應短缺將在明年加劇，並持續到 2028 年，這種短缺不斷推高其自身創紀錄的利潤，卻損害了企業客戶和消費者的利益。
The Korean conglomerate said agentic AI has added to demand already generated by model training, driving an "unprecedented rise" in requirements for AI servers and other computing infrastructure.
這家韓國企業集團表示，智能人工智慧的出現，增加了模型訓練已經產生的需求，從而推動了對人工智慧伺服器和其他運算基礎設施的需求出現「前所未有的成長」。
Memory makers continue to prioritize production of components for AI servers, leading to a shortfall of the mainstream memory types needed for PCs,
smartphones, and other devices.
記憶體製造商繼續優先生產人工智慧伺服器的元件，導致個人電腦、智慧型手機和其他設備所需的主流記憶體類型出現短缺。
The industry continues to invest in new capacity, but the lead time from starting construction of a fab to producing wafers exceeds three years,
according to Samsung's EVP of Memory, Jaejune Kim, meaning that any
significant ramp in supply capacity will take considerable time.
三星記憶體業務執行副總裁金在俊表示，儘管業界仍在持續投資建設新的產能，但從開始建造晶圓廠到生產晶圓的周期超過三年，這意味著任何供應能力的顯著提升都需要相當長的時間。
"So we believe it will be unlikely to see any significant increase in
incremental supply through 2028," Kim told analysts on a call to discuss the firm's calendar Q2 financial results for the period ended June 30.
「因此，我們認為到 2028 年，新增供應量不太可能出現任何顯著增長，」金在與分析師的電話會議上表示，此次電話會議旨在討論該公司截至 6 月 30 日的第二季度財務業績。
"Based on the incoming requests that we have been seeing from the customers, unmet demand from this year is likely to carry over into the following year, contributing to tighter supply conditions going forward. The supply
constraints are expected to become even more severe in 2027 than 2026,
reinforcing our view that the supply shortage will persist through 2028."「根據我們收到的客戶需求，今年未滿足的需求很可能會延續到明年，導致未來供應更加緊張。預計2027年的供應限制將比2026年更加嚴峻，這進一步印證了我們此前的觀點，即供應短缺將持續到2028年。”
Kim said visibility further ahead is limited, although rising token
processing by AI agents is expected to keep pressure on memory chip demand over the medium to long term.
金表示，短期內能見度有限，但預計 AI 智能（AI agents）不斷增加的 Token 處理量將在中長期內持續支撐對記憶體晶片的需求。
Like rival SK Hynix, Samsung has also cut deals with customers to ensure long-term supply stability.
與競爭對手 SK 海力士一樣，三星也與客戶達成協議，以確保長期供應穩定。
"Customers who want to secure substantial AI service infrastructure are
increasingly approaching us for multiyear supply," Kim told analysts.
「希望獲得大量人工智慧服務基礎設施的客戶越來越多地向我們尋求多年供應，」金告訴分析師。
"These multiyear arrangements actually are aligned with our objective of hedging our mid- to long-term risk. And so we have been engaging in
discussions with customers, prioritizing those who can guarantee committed future captive demand."
“這些多年協議實際上符合我們對沖中長期風險的目標。因此，我們一直在與客戶進行磋商，優先考慮那些能夠保證未來穩定自用需求的客戶。”
In other words, customers willing to sign up for years of memory purchases move to the front of the queue. Everyone else can take a number and get in line.換句話說，願意簽訂多年記憶體購買協議的客戶可以優先排隊。其他人則需要取號排隊。
Samsung hopes the agreements will reduce its exposure to the memory market's boom-and-bust cycles. It expects output, measured in bits, to grow by the mid-single digits for DRAM and the high single digits for NAND flash next quarter.
三星希望這些協定能夠降低其受記憶體市場週期性波動的影響。該公司預計，下個季度DRAM產量（以位元為單位）將實現中等個位數成長，NAND快閃記憶體產量將實現高個位數成長。
It will aim to expand sales of high-performance products including HBM4, HBM4E, DDR5, SOCAMM2, and enterprise SSDs, Kim said.
金表示，該公司將致力於擴大高性能產品的銷售，包括 HBM4、HBM4E、DDR5、SOCAMM2 和企業級 SSD。
This approach led to Samsung reporting revenue of 71.5 trillion ($119
billion) for Q2, up 130 percent year-on-year. Operating profit shot up more than nineteen times the year-ago figure to 9.5 trillion ($62.4 billion).憑藉此策略，三星第二季營收達到171.5兆韓元（1,190億美元），年增130%。營業利潤較去年同期成長超過19倍，達到89.5兆韓元（624億美元）。
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記憶體價格跟家機價格息息相關
索尼 : 跟供應商談好了，到2027年記憶體供貨正常
蒸氣 : 供應商不鳥，只給短約簽不下長約(Steam Machine量太少吧)
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