人工智能正在消耗所有内存，您的下一台笔记本电脑将因此成本增加

The global memory chip market is facing a significant crisis, not just a mild concern over quarterly forecasts. Companies like Sony are contemplating delaying the PlayStation 6 until 2029, while Elon Musk is considering building his own memory fabrication plant. Micron's executive VP describes the situation as the most severe disconnect between demand and supply in 25 years. Spending on AI infrastructure in data centers surged from $217 billion in 2024 to $360 billion in 2025, with estimates reaching $650 billion in 2026. Alphabet and Amazon alone announced capital expenditure plans totaling between $185 billion and $200 billion. This influx of investment is directed towards servers, which require high-bandwidth memory, exacerbating the supply shortage in the market.