shuffle News | Vol.160《美光预测汽车将需要300GB内存——高内存车辆或加剧短缺，但将带来汽车存储需求的长期增长》
原文来源：tom's HARDWARE
原文日期：2026年3月22日
原文链接：
https://www.tomshardware.com/pc-components/dram/micron-predicts-that-cars-will-need-300gb-of-ram-memory-laden-vehicles-could-exacerbate-shortages-but-create-robust-long-term-growth-in-automotive-memory-demand
本文翻译仅供语言学习与个人分享使用，版权归原作者所有。封面为AI生成。
Micron CEO on Surging Demand
美光CEO谈需求激增
Micron CEO Sanjay Mehrotra said that cars will eventually require more than 300GB of RAM as automakers introduce vehicles that have L4 autonomy. According to The Register, Mehrotra said this after Micron released its quarterly earnings report, with the company reporting $23.86 billion in revenue for the second quarter of this year — a huge 200% jump from the $8.03 billion it posted in 2Q25. This massive jump is still driven by the incredible demand for premium HBM chips from AI hyperscalers combined with “structural supply constraints and Micron’s strong execution across the board.”
美光CEO Sanjay Mehrotra 表示，随着汽车制造商逐步推出具备L4级自动驾驶能力的车型，未来每辆车所需的内存容量将超过300GB。据 The Register（一家英国科技新闻网站）报道，这一表态是在公司发布最新季度财报后提出的。财报显示，美光今年第二季度实现营收238.6亿美元，较2025年同期的80.3亿美元大幅增长200%。这一显著增长主要受AI超大规模数据中心对高端HBM芯片的强劲需求推动，同时也得益于“结构性供给约束”以及公司整体执行力的持续提升。
Expansion Plans and Supply Pressure
扩产计划与供应压力
As the company is raking cash from the AI infrastructure build out, it’s also expanding its output with several planned fabs in Japan, Singapore, and even a “megafab” in New York. These projects are expected to come online between 2028 and 2029, and the Micron CEO said that it’s looking to boost output by 20% in 2026, which could help alleviate some of the pressure on the supply side. However, even as these new factories start production, Mehrotra predicts that there will be a new market that demands massive amounts of high-speed memory — self-driving cars.
在AI基础设施建设带来可观收入的同时，公司也在持续扩充产能，包括在日本、新加坡以及纽约布局“超级工厂”。这些项目预计将于2028年至2029年陆续投入运营。美光CEO表示，公司计划在2026年将产量提升20%，以缓解部分供应端压力。然而，即便这些新工厂投入运营后，Mehrotra 仍预测将出现一个对高速内存需求极为庞大的新市场——自动驾驶汽车。
Levels of Vehicle Autonomy
自动驾驶分级说明
There are six levels of vehicle autonomy, starting at L0 for cars that have no driving automation whatsoever. A vehicle with a single automated system (such as cruise control) counts as L1, while those equipped with advanced driver assistance systems (ADAS) that both control steering and acceleration, such as Tesla’s Autopilot and Cadillac’s Super Cruise, are considered as L2. On the other hand, vehicles with L4 autonomy basically do not need human intervention in any task, like overtaking or deciding when to cross a busy intersection. However, it still gives the driver the option to take control and manually drive the vehicle.
车辆自动驾驶分为六个等级，从完全没有任何自动化功能的L0开始。具备单一自动系统（如定速巡航）的车辆属于L1；而配备先进驾驶辅助系统（ADAS），能够同时控制转向与加速的车辆（如特斯拉Autopilot与凯迪拉克Super Cruise）则归为L2。相比之下，达到L4级自动驾驶的车辆在大多数场景下无需人为干预，例如自动完成超车或判断通过繁忙路口的时机，但仍保留驾驶员随时接管、进行手动驾驶的选项。
Nvidia and Industry Partnerships
英伟达与产业合作
Nvidia announced that it’s working with Chinese carmakers BYD and Geely and Japanese marques Isuzu and Nissan to adopt the Nvidia Drive Hyperion platform. This is the AI chip maker’s end-to-end autonomous vehicle platform meant to deliver an L4 system to car manufacturers. Since this is an AI system, it will likely demand a lot of high-speed memory to be able to run effectively.
英伟达表示，正与中国车企比亚迪和吉利，以及日本品牌五十铃和日产开展合作，采用 Nvidia Drive Hyperion 平台（英伟达自动驾驶整车平台）。这是一套端到端的自动驾驶平台，旨在为车企提供L4级自动驾驶系统。由于其本质为AI系统，运行过程中将需要大量高速内存支持。
Rising Memory Requirements
内存需求持续上升
Most modern vehicles require at least 16GB of memory, but if car makers introduce L4 autonomy, it will definitely need a lot more RAM. We’ve seen this with the shortage of high-end Macs with up to 512GB of Unified Memory as many users have become interested in running the likes of OpenClaw on their own systems. It has even gotten to the point that Apple pulled the $4,000 512GB Mac Studio from its online store and raised the 256GB version to $2,000. So, if carmakers started churning out hundreds of thousands, if not millions of vehicles with AI-powered driverless features, Micron expects demand for automotive memory to pick up as well.
目前大多数现代汽车至少配备16GB内存，但若车企引入L4级自动驾驶，内存需求将显著提升。类似情况已在高端Mac产品中显现：配备最高512GB统一内存的机型因用户运行OpenClaw等应用而供不应求，甚至促使苹果下架售价4000美元的512GB版本的 Mac Studio，并将256GB版本价格上调至2000美元。因此，一旦车企开始大规模生产搭载AI自动驾驶功能的车辆，美光预计汽车存储需求也将随之进一步增长。
Future Outlook and Risks
未来展望与潜在风险
This might take some time to happen, though, especially as vehicles with these features are quite expensive and regulations haven’t quite caught up with L4 autonomy just yet. But if and when people start buying cars like these, we hope that memory chip makers have excess capacity to absorb the increase in demand. Otherwise, we might be seeing another round of memory chip shortages, this time driven by AI supercomputers on wheels.
不过，这一趋势的实现仍需时间，尤其是目前具备此类功能的车辆价格较高，相关法规也尚未完全跟上L4级自动驾驶的发展。但如果未来消费者开始大规模购买此类车型，存储芯片厂商就需要具备足够产能来应对需求增长，否则可能会出现新一轮存储芯片短缺，而驱动这一轮短缺的，将是“装在车上的AI超级计算机”。
HBM（高带宽内存）是什么？
HBM（High Bandwidth Memory）是一种采用3D堆叠结构的高性能内存，通过更宽的数据通道实现更高带宽和更低功耗，主要用于GPU和AI计算等对数据吞吐要求极高的场景。
