Experts Warn of a Long-Term NAND Flash Memory Shortage
專家警告 NAND 快閃記憶體將長期短缺
The global semiconductor industry is currently facing a significant, long-term shortage of NAND flash memory.
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。
Unlike previous supply chain issues, experts characterize this as a structural shift driven by the explosive growth of generative AI.
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。
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).
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。
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.
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。
Industry analysts warn that this 'new normal' may persist until at least 2027 or 2028, when new fabrication plants become operational.
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。
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.
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。
