全球NAND芯片供应短缺

芯工厂
Sep 13

最新报告指出,AI时代正式推进至NAND技术领域,预期将带动新一波产业成长动能。过去两年,虽然AI投资热度高涨,NAND却未能成为市场焦点。然而,随着AI推理需求快速成长,以及对高速、高容量、具随机I/O存取能力的解决方案需求日益提升,NAND市场开始回温,QLC eSSD因高效能与成本优势,成为AI应用中最具潜力的选择。随着HDD供应可能自2026年底至2027年初出现瓶颈,Nearline ...

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