原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Some color on current memory environments for the $MU / $SKHY bros:
"There is zero risk of memory prices dropping" per Team Group GM Gerry Chen.
- Memory module makers have received notices warning of drastic cuts to their 2027 supply allocations. Some could receive 50% or less of their 2026 allocation.
- Upstream manufacturers have reportedly sold out nearly all of their 2027–2028 capacity.
- DDR5 supply, in particular, is projected to come in at less than 80% of previous expectations.
- Chen expects prices to continue rising 20–30% quarter-over-quarter into 2027 (source Digitimes)
- Chen's commentary on $MU is that even before their new MegaFab capacity comes online Q4 2027 at the earliest, orders for 2028 through 2029 are already fully booked.
So that there's virtually no relief in sight to current shortages.
Sharply lower allocations, fully booked capacity into 2029, and future price hikes doesn't quite sound like the AI buildout is slowing down.
翻译：
关于 $MU / $SKHY 兄弟们当前的内存环境，来点信息：
“内存价格绝不会下跌”，Team Group GM Gerry Chen 如是说。
- 内存模组厂商已收到通知，警告其 2027 年供应配额将被大幅削减。有的甚至只能拿到 2026 年配额的 50% 或更少。
- 上游制造商据称已几乎售罄 2027–2028 年的产能。
- DDR5 供应预计将低于此前预期的 80%。
- 陈预计价格将在 2027 年每季度环比上涨 20–30%（来源 Digitimes）。
- 陈对 $MU 的评论是，即使他们的新 MegaFab 产能最早要到 2027 年第四季度才上线，2028 至 2029 年的订单已经全部订满。
因此目前的短缺几乎没有缓解的迹象。
配额大幅削减、产能到 2029 年已订满、未来还会涨价，这听起来 AI 需求并没有放缓。
Some color on current memory environments for the $MU / $SKHY bros:
"There is zero risk of memory prices dropping" per Team Group GM Gerry Chen.
- Memory module makers have received notices warning of drastic cuts to their 2027 supply allocations. Some could receive 50% or less of their 2026 allocation.
- Upstream manufacturers have reportedly sold out nearly all of their 2027–2028 capacity.
- DDR5 supply, in particular, is projected to come in at less than 80% of previous expectations.
- Chen expects prices to continue rising 20–30% quarter-over-quarter into 2027 (source Digitimes)
- Chen's commentary on $MU is that even before their new MegaFab capacity comes online Q4 2027 at the earliest, orders for 2028 through 2029 are already fully booked.
So that there's virtually no relief in sight to current shortages.
Sharply lower allocations, fully booked capacity into 2029, and future price hikes doesn't quite sound like the AI buildout is slowing down.
翻译：
关于 $MU / $SKHY 兄弟们当前的内存环境，来点信息：
“内存价格绝不会下跌”，Team Group GM Gerry Chen 如是说。
- 内存模组厂商已收到通知，警告其 2027 年供应配额将被大幅削减。有的甚至只能拿到 2026 年配额的 50% 或更少。
- 上游制造商据称已几乎售罄 2027–2028 年的产能。
- DDR5 供应预计将低于此前预期的 80%。
- 陈预计价格将在 2027 年每季度环比上涨 20–30%（来源 Digitimes）。
- 陈对 $MU 的评论是，即使他们的新 MegaFab 产能最早要到 2027 年第四季度才上线，2028 至 2029 年的订单已经全部订满。
因此目前的短缺几乎没有缓解的迹象。
配额大幅削减、产能到 2029 年已订满、未来还会涨价，这听起来 AI 需求并没有放缓。
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