先说这位所谓的财经作家我稍微看过他的发文
简单来说也就是停在第一阶段思考和看线的线仙
所以含金量不予置评
以现实面来说美光这个操作并不能算打脸
来来我们来考古
https://reurl.cc/epoKnx
画重点"Micron’s EVP confirmed the company has sent end-of-life (EOL) notices for
DDR4 and LPDDR4 to PC and data center customers."
消费性主要内存消耗来源的PC 和 旧型服务器内存的确EOL了
另外一个重点"However, Micron will reportedly continue supplying DDR4 and LPDDR4 memory to
long-term customers in the automotive, industrial, and networking sectors"
阿还是会继续供应车用、工业、通讯类的DDR4
然后新厂产能要来干嘛呢?
https://myppt.cc/hpgkgr
画重点"supporting American memory production for critical industries including
automotive, defense and aerospace, industrial, networking and medical devices"
主要供应军用、车用、工业、通讯和医疗
方向的确没变耶
所以大方向是之前消费性DDR4 和服务器DDR4的产能转DDR5或HBM
其他产能转特规制造
大概酱
我OK你先卖