Mehrotra称物理AI到本十年末可能成为内存和存储需求的重要驱动力。
美光CEO Sanjay Mehrotra在9月的财年第四季度财报电话会上表示，到本十年末，物理AI可能成为内存和存储需求的重要驱动力。原文 (en)
Micron chief executive Sanjay Mehrotra said on the company's fiscal fourth-quarter earnings call in September that physical AI could become a significant driver of memory and storage demand by the end of the decade.
Mehrotra 预计存储供应到2028年才会逐步改善，并称供需何时恢复平衡尚不明确。
CEO Sanjay Mehrotra 预计供应将在2028年逐步改善，但他也表示，供需何时重新平衡尚不明确。原文 (en)
CEO Sanjay Mehrotra expects supply to improve gradually in 2028, though he has said it is unclear when supply and demand will come back into balance.
Mehrotra 预计 2027 和 2028 年内存供需比 2026 年更紧张，NAND 两年都将供应受限。
美光 CEO Sanjay Mehrotra 表示，预计 2027 年和 2028 年的内存供需状况将比 2026 年更加紧张，并认为 NAND 在这两年都将保持供应受限。原文 (en)
Micron (MU) CEO Sanjay Mehrotra said he expects memory supply and demand conditions to be tighter in 2027 and 2028 than in 2026. He sees NAND staying supply constrained in both years.
Mehrotra表示2027和2028年存储供需将更加紧张，美光2027财年产出已有75%以上被锁定。
美光CEO Sanjay Mehrotra告诉投资者，2027和2028日历年的供需状况将比今年“紧张得多”。他说，美光2027财年计划产出的75%以上已被锁定，新的客户谈判现在集中在2028年的供货量上。原文 (en)
Micron CEO Sanjay Mehrotra told investors that supply-demand conditions will be "much tighter" in calendar 2027 and 2028 than they were this year. More than 75% of Micron's planned fiscal 2027 output is already committed, he said, with new customer conversations now centred on 2028 volumes.
Mehrotra告诉投资者，即使美光新增爱达荷和铜锣等产能，内存短缺仍将持续到2028年之后。
Mehrotra在表述这种紧缺会持续多久上比大多数同行走得更远：他对投资者表示，即便美光新增产能上线，内存短缺也将持续到2028年之后，其中包括预计2027年年中投产的爱达荷一号晶圆厂，以及目标在2027年末至2028年出产的台湾铜锣厂。原文 (en)
Mehrotra has gone further than most of his peers in saying how long this lasts: memory shortages, he told investors, will persist well beyond 2028 even as Micron brings new capacity online, including its Idaho One fab expected around mid-2027 and the Tongluo site in Taiwan targeting late 2027 into 2028 output.
Mehrotra称美光HBM产能在2026年前已售罄，并预计2027财年表现更强。
CEO Sanjay Mehrotra告诉分析师，HBM产能在2026年前已全部售罄，并预计2027财年会更强劲。原文 (en)
CEO Sanjay Mehrotra told analysts that HBM capacity is sold out through 2026 and that he expects fiscal 2027 to be even stronger.