A wafer is the round silicon disc that chips are printed on. Wafer capacity is how many of those discs a factory can process — the limit that decides how many chips the world gets.
晶圆是印芯片用的圆形硅片；晶圆产能就是工厂每
| Move变动 | Where it appeared出现位置 | What it means这句话在说什么 |
|---|---|---|
| — | Micron's record quarter shows how AI is squeezing the world's memory supply 晶圆是印芯片用的圆形硅片；晶圆产能就是工厂每 · 第 3 张术语卡 | Samsung expects HBM alone to take nearly 30 per cent of the industry's wafer capacity next year, up from about 20 per cent now. 内存厂要扩产，必须先建洁净室、装设备、培训人员，再等良率爬升，通常要 3 到 5 年。所以需求一下子涨上来时，供给是动弹不得的——这正是这轮涨价的根本原因。 |