没产能!存储产品交货延迟2年

芯报告
Nov 07

AI服务器推动储存需求爆发,HDD持续大缺货,据悉,交付期限已延长至2年以上,CSP大厂紧急加单,采购大容量企业级SSD。原厂2026年QLC NAND Flash产能也被提前抢购一空,业界预期,最快在2027年,全球QLC位元可能超过TLC NAND。AI发展重点转向推理,依赖高效能及大容量存储设备,北美多个数据中心陆续建设落成,CSP大厂迫切需要高容量产品供应配合,但Nearline ...

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