美光独家：为何消费者对内存短缺的叙事完全误解了

美光独家：为何消费者对内存短缺的叙事完全误解了 Muhammad ZuhairJan 11, 2026 at 07:56amEST Image Credits: Wccftech图⽚来源：Wccftech Micron is one of the largest memory manufacturers, and in both the AIand consumer segments, the company has managed to dominatewith its industry-leading offerings. With the AI sector gobbling upDRAM modules, there's a sentiment that somehow, memory suppliersare responsible to the situation, and to address this thought, we satdown with Micron's VP of Marketing, Mobile and Client Business Unit, Christopher Moore, to know about the memory shortages. 美光是全球最⼤的内存制造商之⼀，在AI和消费级市场两⼤领域，公司凭借⾏业领先的产品占据了主导地位。随着AI领域⼤量吞噬DRAM模块，外界普遍认为内存供应商在当前局势中负有⼀定责任。为了解这⼀观点，我们专访了美光移动与客户端事业部市场营销副总裁Christopher Moore，探讨内存短缺的问题。 Micron's VP Talks About How MemoryShortages Won't Improve Before 2028,Despite Massive Investments 美光副总裁谈：尽管进⾏了巨额投资，内存短缺在2028年之前仍难以改善 Our discussion with Moore centered on how Micron is expanding itsproduction capacities and what kind of impact we can expect from theconsumer and AI segments moving forward. 我们与Moore的讨论重点在于美光如何扩展其产能，以及未来消费级市场和AI市场将会带来怎样的影响。 RELATED STORYNVIDIA Reveals Why the Company Is “Immune” toMemory Shortages — and How The Firm Prepaid Inventory to Keepthe AI Boom Running 相关报道：英伟达披露为何公司对内存短缺“免疫”——以及其如何通过预付库存来维持AI热潮运转 Micron & the Consumer Memory Segment: The UntoldStory 美光与消费级内存市场：鲜为⼈知的故事 Our first question to Moore directly targeted user sentiment regardingcurrent memory shortages, especially since the backlash againstMicron is significantly higher than that of other suppliers, primarily dueto the company's exit from its 'Crucial' consumer business. We askedMoore about whether memory suppliers are inclined towards cateringto the AI sector, leaving consumers behind, and here's what he had tosay: 我们向摩尔提出的第⼀个问题，直接针对当前内存短缺背景下的⽤户情绪，尤其是由于美光退出其“Crucial”消费级业务，外界对美光的反弹情绪明显⾼于其他供应商。我们询问摩尔，内存供应商是否更倾向于服务AI⾏业，从⽽将普通消费者置于⼀旁，以下是他的回应： Well, first I would want to try to help everybody understand thatthe perception may not be exactly correct, at least from ourpoint of view. So I would never want to tell someone what tothink or that they're wrong, but our viewpoint is that we aretrying to help consumers around the world. We're just doing itthrough different channels. We still have a very sizablebusiness in the client and mobile markets. We are also, of course, servicing our data center customers. ⾸先，我想尽⼒帮助⼤家理解，⾄少从我们的⻆度来看，这种看法可能并不完全准确。我当然不希望告诉任何⼈该怎么想，或者说他们是错的，但我们的⽴场是，我们正努⼒帮助全球的消费者，只是通过不同的渠道来实现。我们在客户端和移动市场仍然拥有相当规模的业务，当然，我们也在为数据中⼼客户提供服务。 And what's going on right now is that the TAM and data centeris growing just absolutely tremendously. And we want to makesure that, as a company, we help fulfill that TAM as well. ⽬前正在发⽣的情况是，TAM和数据中⼼业务正在以极其惊⼈的速度增⻓。作为⼀家公司，我们也希望确保能够参与并满⾜这⼀TAM的需求。 Micron says that its OEM consumer channel accounts for a largeportion of the company's market share, and for those unaware of whatthis means, the company supplies modules like LPDDR5 directly tointegrators like Dell, ASUS, and others, and then those manufacturerslater repackage these memory modules into their own referencedesigns. Moore claims that while the exit with Crucial created animage that Micron is 'ditching' consumers, in reality, the US-basedmanufacturer still holds a large portion of the consumer supply chain through the OEM model. 美光表示，其OEM消费者渠道占据了公司相当⼤的⼀部分市场份额。对于不了解这⼀点的⼈来说，这意味着美光会将LPDDR5等模块直接供应给戴尔、华硕等系统集成商，随后这些制造商再将这些内存模块重新封装到各⾃的参考设计中。摩尔称，尽管退出Crucial给⼈⼀种美光正在“抛弃”消费者的印象，但实际上，这家总部位于美国的制造商仍然通过OEM模式掌握着消费者供应链中的很⼤⼀部分。 Moore says that Micron is in contact with every single PC brand outthere to supply memory modules, but the company cannot ignore thedemand coming from AI right now. The primary reason Micron andothers are drawn to the AI industry is that the total addressable market(TAM) for DRAM manufacturers has expanded at a rapid pace, and asa business, Micron cannot afford to ignore the growing demand from this sector. 摩尔表示，美光与市⾯上⼏乎所有PC品牌都保持着联系，为其供应内存模块，但公司⽬前⽆法忽视来⾃AI领域的需求。美光以及其他⼚商之所以被AI⾏业所吸引，主要原因在于DRAM制造商的总体可服务市场（TAM）正在迅速扩⼤，作为⼀家企业，美光⽆法忽视来⾃这⼀领域⽇益增⻓的需求。 What's happening now is that all these data center build outsare going on, and the TAM of the enterprise or data centerbusiness is growing what used to be 30, 35%, and then to 40%,and now to 50% and 60% of the overall market is requiringmore bits than what used to happen. And the entire industry isshort. So I think that's something for people to understand. 当前正在发⽣的是，数据中⼼的⼤规模建设持续推进，企业级或数据中⼼业务的TAM（可服务市场规模）占⽐从过去的30%、35%，提⾼到40%，如今已达到整体市场的50%甚⾄60%，这意味着对存储位（bits）的需求远超以往。⽽整个⾏业都处于供不应求的状态。所以我认为这是⼤家需要理解的⼀点。 This is not a Micron issue, it's an industry issue, where us andour peers or our competitors are all rushing to service thesesegments as much as we can, and there's just not enoughsupply to go around. It's a really unfortunate situation. But Ithink it's really important for people to understand we are still servicing the consumer market. 这并不是美光⼀家公司的问题，⽽是整个⾏业的问题。我们以及我们的同⾏或竞争对⼿都在尽可能地争相服务这些细分市场，但可供分配的供应量实在不⾜。这确实是⼀个⾮常令⼈遗憾的局⾯。但我认为让⼤家理解的⼀点⾮常重要，那就是我们仍然在为消费市场提供服务。 In our conv