闪迪：NAND闪存将于明年进入超级周期

爱集微11-12

随着人工智能（AI）数据中心的扩展，NAND产品在AI内存市场的重要性正迅速增长。尽管与DRAM相比，AI带来的益处曾较为有限，但企业级固态硬盘（eSSD）能够快速处理和存储大量数据，使得NAND价格和销售额进入上升轨道。行业消息人士于透露，SanDisk（闪迪）公司首席执行官David Goeckeler在公司最近的三季度财报中表示：“明年将是数据中心NAND需求首次超过移动领域的第一年。”他...

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