存储芯片扩产跟不上，美光还能涨
美光单日涨 7.76%，CEO 对 Cramer 说 AI 需求在加速，计划投资 2000 亿美元扩大美国本土产能，纽约州工厂刚刚动工。Cramer 认为新厂要好几年才能建成，设备不够、组装不够快，短期解决不了短缺，除非需求转弱，价格会继续上涨。他说一年前大家还以为存储过剩，只有英伟达预见到如此强的需求。
The answer is yes, in large part because we don't have enough equipment to expand production of these chips, and we can't put it together fast enough.