瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。
极端的供需失衡导致价格失控。TrendForce集邦咨询2026年2月的数据显示：近三个月手机存储芯片现货价格累计上涨超过300%。
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When it comes to software engineering, I’d like to think of myself as a generalist. Still, over my 12-year career, a major focus has been building scalable backends. I’ve worked at Amazon and Twitch to build out large-scale systems that support millions of users.