英伟达爆单!NAND Flash面临缺货

芯财富
Dec 23, 2025

AI应用快速扩张,推理运算需求爆发。英伟达有意导入AI SSD,后续可能大举吃掉NAND Flash产能,使得NAND产业复制HBM排挤DDR存储器模式,让NAND市场高度供不应求。近来市场供需明显吃紧,供应链透露,AI与企业级SSD订单强力拉动下,NAND原厂已优先将产能配置至高阶与企业级产品,晶圆供应更加紧张,价格涨势由高容量产品快速扩散至各容量。英伟达有意打造AI SSD,市场对高效能、高...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10