英伟达爆单！NAND Flash面临缺货

芯财富2025-12-23

AI应用快速扩张，推理运算需求爆发。英伟达有意导入AI SSD，后续可能大举吃掉NAND Flash产能，使得NAND产业复制HBM排挤DDR存储器模式，让NAND市场高度供不应求。近来市场供需明显吃紧，供应链透露，AI与企业级SSD订单强力拉动下，NAND原厂已优先将产能配置至高阶与企业级产品，晶圆供应更加紧张，价格涨势由高容量产品快速扩散至各容量。英伟达有意打造AI SSD，市场对高效能、高...

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