專家警告 NAND 快閃記憶體將長期短缺
Experts Warn of a Long-Term NAND Flash Memory Shortage
全球半導體產業目前正面臨NAND快閃記憶體嚴重且長期的短缺。
The global semiconductor industry is currently facing a significant, long-term shortage of NAND flash memory.
與以往的供應鏈問題不同，專家將此形容為由生成式AI爆發式成長所驅動的結構性轉變。
Unlike previous supply chain issues, experts characterize this as a structural shift driven by the explosive growth of generative AI.
由於AI技術和資料中心需要龐大的儲存容量，記憶體製造商已轉向優先生產高獲利的產品，如高頻寬記憶體。
Because AI technologies and data centers require massive storage capacity, memory manufacturers have pivoted their production to prioritize high-margin products like High-Bandwidth Memory (HBM).
這項決策造成了一種「零和」(ㄌㄧㄥˊㄏㄜˊ)局面，即犧牲標準NAND快閃記憶體的產量，以滿足AI硬體需求。
This decision has created a 'zero-sum' situation where standard NAND flash production is sacrificed to meet AI hardware demands.
因此，快閃記憶體價格飆升，對個人電腦和智慧型手機製造商造成重大衝擊，也讓小型企業難以取得零件。
As a result, prices for flash memory have spiked, causing major disruptions for PC and smartphone manufacturers and leaving smaller companies struggling to secure components.
產業分析師警告，這種「新常態」可能至少會持續到2027年或2028年，屆時新的晶圓廠才能正式營運。
Industry analysts warn that this 'new normal' may persist until at least 2027 or 2028, when new fabrication plants become operational.
現在建議企業放棄依賴廉價且充足的儲存設備，轉而採用更精密、軟體定義的儲存策略，以在這種供貨受限的時代中生存。
Organizations are now advised to move away from relying on cheap, abundant storage and instead adopt more sophisticated, software-defined storage strategies to navigate this era of limited availability.
