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國際時事跟讀 Ep. L236: Memory Boom: Micron Wins, Apple Pays
Highlights 主題摘要
Memory prices have surged throughout 2026 as AI demand swallows global chip supply, forcing device makers to raise prices.
Micron's record quarter sparked a public clash with Apple over who is really to blame for the shortage.
Samsung and SK Hynix warn the squeeze will run through 2027, with the supply gap set to widen.
Memory prices have surged sharply throughout 2026. Research firm TrendForce reported that DRAM contract prices climbed roughly 90 percent quarter-over-quarter in the first quarter alone, with consumer modules such as LPDDR5X rising nearly 89 percent in the second. The driver is not a supply disruption but a deliberate reallocation of capacity: memory makers are prioritizing high-margin AI products, leaving conventional DRAM structurally undersupplied even as total industry revenue climbs to record levels.
2026年以來，記憶體價格漲勢兇猛。研究機構TrendForce指出，光是第一季，DRAM合約價就較前一季上漲約90%，LPDDR5X等消費端模組到了第二季也漲了近89%。推升價格的主因並非供應斷鏈，而是廠商刻意調配產能：記憶體業者把產能優先留給毛利較高的AI產品，所以即便整體產業營收衝上新高，一般DRAM仍陷入結構性供給不足。
That imbalance has turned into a windfall for Micron Technology, one of the world's three dominant memory suppliers. The company's fiscal third-quarter revenue, released in late June, more than quadrupled year-over-year to $41.46 billion, while gross margin jumped to 84.9 percent from 39 percent a year earlier. Net income reached $28.24 billion, against just $1.89 billion in the same quarter last year. Shares surged roughly 15 percent in after-hours trading, briefly lifting Micron's market value above both Meta and Tesla, while management guided for about $50 billion in revenue next quarter, citing sold-out high-bandwidth memory.
這樣的供需失衡，反倒讓全球三大記憶體供應商之一的美光大幅進帳。美光六月下旬公布財報，第三會計季營收年增逾四倍，達414.6億美元，毛利率也從一年前的39%跳升至84.9%。淨利達282.4億美元，去年同期僅18.9億美元。財報一出，美光股價在盤後交易一度大漲約15%，市值短暫超車Meta與特斯拉；公司並看好下一季營收上看500億美元，並提到高頻寬記憶體（HBM）早已被搶購一空。
The earnings beat landed hours after Apple announced price increases across its Mac, iPad, Apple TV, HomePod, and Vision Pro lines, a move that sent its stock down more than 6 percent and erased roughly $265 billion in market value. Speaking to The Wall Street Journal after Micron's results, chief business officer Sumit Sadana offered a pointed response. Without naming Apple directly, he suggested that certain large customers had exploited the industry's 2023 downturn to demand rock-bottom prices, straining supplier margins at the exact moment capital was needed to expand capacity. "A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins," he said.
這份亮眼財報出爐前幾個小時，蘋果才剛宣布Mac、iPad、Apple TV、HomePod與Vision Pro全線調漲，導致股價重挫逾6%，市值蒸發約2650億美元。美光財報公布後，商務長薩達納接受《華爾街日報》採訪時，做出一番語帶機鋒的回應。他沒有直接點名蘋果，卻暗指某些大客戶趁2023年產業低谷壓低採購價，正好在廠商最需要資金擴產的時候，壓縮了供應商的利潤。他說：「2023年產業內許多投資之所以喊停，就是因為價格與利潤都太差。」
The dispute over blame does little to change where the market is headed. Samsung's memory division warned in late April that the supply gap would widen further through 2027, a view echoed by SK Hynix days earlier. Together with Micron, the two Korean firms control more than 90 percent of the global DRAM market. TrendForce projects total memory revenue will grow from $551.6 billion in 2026 to $842.7 billion in 2027, suggesting the current tightness has further to run.
不管這場責任歸屬怎麼吵，都改不了市場的大方向。三星記憶體部門四月底就示警，供需缺口到2027年只會更大，SK海力士稍早也表達相同看法。連同美光在內，這幾家業者合計掌握全球九成以上的DRAM市場。TrendForce預估，整體記憶體市場營收會從2026年的5516億美元，成長到2027年的8427億美元，顯示這波供給吃緊將會延續下去。
Keyword Drills 關鍵字
Quarter-over-quarter [adverb phrase, compared with the previous three-month period]: Revenue rose fifteen percent quarter-over-quarter.
Windfall [noun, a large unexpected gain or profit]: The tax refund was a nice windfall.
After-hours trading [noun phrase, buying and selling of stocks after the market closes]: The shares jumped in after-hours trading.
Downturn [noun, a period of reduced economic activity]: Many firms cut jobs during the downturn.
Rock-bottom [adjective, at the lowest possible level]: They sold the tickets at rock-bottom prices.

Reference article:
1. https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-record-results-third-quarter
2. https://www.cnbc.com/2026/06/24/micron-mu-earnings-report-q3-2026.html
3. https://9to5mac.com/2026/06/25/micron-exec-suggests-apples-aggressive-purchasing-tactics-helped-fuel-memory-shortage/
4. https://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-and-sk-hynix-warn-ai-driven-memory-shortages-could-last-until-2027-and-beyond-as-hbm-demand-explodes-customers-already-reserving-supply-years-ahead-while-the-wider-dram-market-begins-to-tighten
5. https://www.tweaktown.com/news/112358/dram-prices-surged-by-up-to-89-percent-in-q2-2026-destroying-the-consumer-segment/index.html

今年過一半，你的英文還在原地？【暑期職場進化大禮包】限時開跑
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茶水間聊天,你都聊什麼?天氣太熱、昨晚球賽,還是老闆又在亂?這集John老師和阿鍵老師幫大家整理這兩週最適合拿來開場的話題,從世足黑馬到AI模型無預警下架,通勤時間聽完,明天茶水間就有話題了。
世足黑馬,連巨石強生都來代言
維德角(Cape Verde Islands),人口只有五十萬,這次卻打進世足十六強,跟西班牙踢平。故事最感人的地方不是踢平西班牙,而是他們四十歲的門將,賽後記者會說了一句「I miss my mother」,結果全世界開始幫他找媽媽、幫媽媽買機票。
原來不是沒有錢,是維德角跟美國沒有簽證互惠關係,辦簽證要押金又要時間,家人根本來不及。人口小不代表進不了四強,以前小國進世足就是陪榜,這次維德角直接變成大家心中的underdog,代言人甚至換成巨石強生。
茶水間要聊這個超好用,因為足球是全世界共同語言,就算同事不看球也大概聽過。你可以問對方:Which team are you rooting for? 是支持哪一隊;如果對方有下注,就問 Which team did you put your money on?,聊開了同事自然會一直講下去。
Claude Fable上架三天就被要求下架,為什麼?
這則是這兩週AI界最大條的新聞。Anthropic推出目前最強的兩個模型,Claude Mythos跟Claude Fable,結果Mythos甚至被稱為「史上限制最少的模型」——因為限制少,反而容易被拿去鑽security漏洞。
上架才三天,美國政府就以出口管制為由要求下架,擔心被其他國家拿去蒸餾、複製出自己的模型。這也是為什麼最近大家會覺得,各家AI好像突然放慢腳步、沒有新模型狂推——不是技術卡關,是政府開始要求release前先審查。7月初這兩個模型才又重新開放。
以後除了比token價格,AI廠商還要多考慮一個變數:跟國家安全有沒有關係。這件事會怎麼發展,值得繼續追。竹科工程師平常在用AI工具的,這則新聞尤其該聽一下,以後這種review恐怕會變常態。
匹克球正式殺進台灣,連運動白癡都能打
Pickleball去年還只在國外紅,今年在台灣正式起飛。這運動最大的優點是門檻低——場地比網球小,不用一直左右衝刺,體能普通的人也能上場,還可以四個人一起玩,邊打邊嘴砲。
在美國推廣這運動的是網球球王球后Andre Agassi跟Steffi Graf,因為不是每個人都訂得到網球場。現在台灣有場館直接把一個網球場改成三個匹克球場,場地一多,大家就更容易約。甚至有室內場館還能邊喝雞尾酒邊打球,根本是為社恐上班族量身打造——說是去運動,其實比較像去交朋友。約同事下班打一場,絕對比約去健身房容易成功。
巴黎羅浮宮提早關門,溺水死亡人數暴增
歐洲熱浪一年比一年誇張,今年光西班牙就有兩千人因熱浪過世,比去年的一千人整整多一倍。巴黎更直接把艾菲爾鐵塔、羅浮宮改成白天提早關門,有法國人建議乾脆改成夜間開放,只是館方嫌加班費太貴,遲遲不願意改。
最誇張的是死因,大家可能猜脫水,但其實暴增最多的是溺水——法國人平常不太裝冷氣,天氣一熱大家全跳進運河消暑,結果不小心溺斃的人數大幅增加,連巴黎人自己都嚇一跳。
想跟同事聊這個,可以問一句:Did you bring your umbrella out?,現在出門真的要帶洋傘。或者問對方知不知道 Paris had to close down their famous landmarks during this season,保證能聊上幾句。
順帶一提,這兩週還有MIT研發出可以自己變軟變硬的Y型拉鏈,未來可能用在機器人腳掌跟醫療器材上;金曲獎則是蔡依林時隔多年再度封后,再加上兩位資深歌手同年拿獎,被說是一波「文藝復興」;韓國隊小組賽表現不如預期,總統親自出面關切教練去留;台灣近海也發現了兩個新物種,其中一個是不到半公分的海蛞蝓寄生蟲,連牠的宿主都是新物種。細節都在VIP內容裡,這裡先幫大家畫重點。

Summary:
Jamie Chua is a Singapore socialite who is also a social media influencer. She is famous for sharing her lavish lifestyle on social media and owning more than 200 Hermes bags. How did she become a socialite? While Jamie was a flight attendant, she met an Indonesian tycoon, then fell in love and got married. The 15-year marriage ended in divorce when Jamie was 36 years old. Ever since her divorce, Jamie has built her reputation as a socialite. During her divorce, she was known for asking NT6.24 monthly alimony payment, but nobody knew how much she did eventually get.
討論原文章: https://www.15mins.today/blog/ep-973-how-does-s-pore-socialite-jamie-chua-spend-her-money
Vocabulary and Sample Sentences:
Socialite n. a person who is well known in fashionable society and is fond of social activities and entertainment Paris Hilton was the most famous socialite in the 90s Kim Kardashian built her socialite status into a fashion empire
Lavish adj. rich, elaborate, luxurious Jamie took her alimony and gave herself a lavish lifestyle A lavish lifestyle is also a lifestyle that requires high maintenance
Alimony n. court-ordered provision for the support of spouse after divorce Jamie demanded NTD6.24m monthly alimony in her divorce lawsuit If you fall behind on making alimony payments, you can go back to court to renegotiate a payment plan.

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本週的《英語咖啡館》John 老師和 Angel 老師要來聊聊前段時間 Angel 人間蒸發去了哪的故事，以及她如何過關斬將，解鎖全新的職涯里程碑!!!
原來Angel老師特訓去了，想要伺候好頭等艙的貴客，光是專業親切還不夠，甚至得在雲端上化身大廚，從蛋的熟度到頂級食材的處理通通得學！面對再挑剔的乘客也不能慌，客訴應對居然還藏著一套五個字母的服務心法？本集 Angel 老師現場傳授，John 老師......就負責扮演難搞的奧客啦 😂
This week on English Cafe, John and Angel discuss where Angel disappeared to recently and how she overcame challenges to unlock a brand new career milestone!!!
It turns out Angel went for special training to better serve first-class passengers. Just being professionally friendly isn't enough—she even had to become a chef in the clouds, learning everything from egg doneness to handling premium ingredients! When facing the most particular passengers, you can't panic, and handling complaints apparently involves a five-letter service philosophy? Teacher Angel shares her on-the-spot tips this episode, and Teacher John... gets to play the role of a difficult customer 😂

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