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國際時事跟讀 Ep. L236: Memory Boom: Micron Wins, Apple Pays

Highlights 主題摘要

• Memory prices have surged throughout 2026 as AI demand swallows global chip supply, forcing device makers to raise prices.
• Micron's record quarter sparked a public clash with Apple over who is really to blame for the shortage.
• Samsung and SK Hynix warn the squeeze will run through 2027, with the supply gap set to widen.

Memory prices have surged sharply throughout 2026. Research firm TrendForce reported that DRAM contract prices climbed roughly 90 percent quarter-over-quarter in the first quarter alone, with consumer modules such as LPDDR5X rising nearly 89 percent in the second. The driver is not a supply disruption but a deliberate reallocation of capacity: memory makers are prioritizing high-margin AI products, leaving conventional DRAM structurally undersupplied even as total industry revenue climbs to record levels.

2026年以來，記憶體價格漲勢兇猛。研究機構TrendForce指出，光是第一季，DRAM合約價就較前一季上漲約90%，LPDDR5X等消費端模組到了第二季也漲了近89%。推升價格的主因並非供應斷鏈，而是廠商刻意調配產能：記憶體業者把產能優先留給毛利較高的AI產品，所以即便整體產業營收衝上新高，一般DRAM仍陷入結構性供給不足。

That imbalance has turned into a windfall for Micron Technology, one of the world's three dominant memory suppliers. The company's fiscal third-quarter revenue, released in late June, more than quadrupled year-over-year to $41.46 billion, while gross margin jumped to 84.9 percent from 39 percent a year earlier. Net income reached $28.24 billion, against just $1.89 billion in the same quarter last year. Shares surged roughly 15 percent in after-hours trading, briefly lifting Micron's market value above both Meta and Tesla, while management guided for about $50 billion in revenue next quarter, citing sold-out high-bandwidth memory.

這樣的供需失衡，反倒讓全球三大記憶體供應商之一的美光大幅進帳。美光六月下旬公布財報，第三會計季營收年增逾四倍，達414.6億美元，毛利率也從一年前的39%跳升至84.9%。淨利達282.4億美元，去年同期僅18.9億美元。財報一出，美光股價在盤後交易一度大漲約15%，市值短暫超車Meta與特斯拉；公司並看好下一季營收上看500億美元，並提到高頻寬記憶體（HBM）早已被搶購一空。

The earnings beat landed hours after Apple announced price increases across its Mac, iPad, Apple TV, HomePod, and Vision Pro lines, a move that sent its