潘健成特别提到，英伟达下一代 Vera Rubin AI 基础设施及其 ICMS 平台对存储规格要求极高，单这一产品线就可能吞噬超过 20% 的全球 NAND 产量。业界目前尚未完全将这种巨大的企业级需求计算在内，一旦需求爆发，将进一步挤压消费级市场的生存空间。
潘健成强调，由于 AI 对 DRAM 的巨大需求，许多消费细分市场将被破坏甚至彻底摧毁，行业正进入一个充满不确定性的深度调整期。
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