群联:明年NAND Flash供应仍吃紧 AI带动的半导体需求才刚开始

格隆汇
Sep 04
群联CEO潘健成表示,近期与两家Flash原厂开会时,对方均直言“明年缺口不知道有多大”。这表明NAND Flash供给仍相当吃紧,因此市场不必再讨论Flash会不会缺货,真正关键在于供需紧张之际,“谁有能力拿到更多资源”,才会决定未来企业竞争力。潘健成指出,AI带动的半导体需求才刚开始,若以台积电持续扩充AI相关产能来看,更多AI芯片出货势必同步推升DRAM与Flash用量。未来AI对半导体产能的消耗可能延续二、三十年,不会因为存储器厂商扩产,就在一两年内迅速转为供过于求。

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