谷歌“错杀？存储供应链密集发声：AI需求未降，结构性缺货仍继续

第一财经03-28

谷歌近期推出TurboQuant压缩算法，称将大模型关键缓存占用减少至少6倍，这一消息一度让存储行业陷入恐慌。　　但在MemoryS 2026峰会上，来自三星电子、长江存储、铠侠、闪迪等多家存储厂商，以及云计算与芯片公司密集发声，他们认为随着人工智能加速落地，存储需求仍在被推至新高，缺货状态可能延续。　　一位参会人士对第一财经记者表示，尽管部分技术正在提高数据处理效率，但整体AI应用规模扩大，使得...

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Storage supply chain intensive voice: AI demand has not dropped, structural shortage continues","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GGLS":0.6,"GOOY":0.6,"USJW.SI":0.6,"GOOP":0.6,"GOU":0.6,"GGLL":0.6,"GOOX":0.6,"GOOW":0.6},"content_text":"谷歌近期推出TurboQuant压缩算法，称将大模型关键缓存占用减少至少6倍，这一消息一度让存储行业陷入恐慌。　　但在MemoryS 2026峰会上，来自三星电子、长江存储、铠侠、闪迪等多家存储厂商，以及云计算与芯片公司密集发声，他们认为随着人工智能加速落地，存储需求仍在被推至新高，缺货状态可能延续。　　一位参会人士对第一财经记者表示，尽管部分技术正在提高数据处理效率，但整体AI应用规模扩大，使得对存储的实际需求仍在增长。“我这两天见了20波人，每个人都在问我有没有货，推理阶段对存储的需求呈指数级增长。”　　“AI正快速吞噬存储产能。”CFM闪存市场总经理邰炜在会上表示。现场披露的数据显示，2026年AI服务器在整体服务器出货中的占比将突破20%，进一步推高存储配置。　　他表示，AI推理正驱动eSSD成为2026年NAND最大的应用市场。相比之下，手机市场表现平淡，但端侧AI有望成为新的增长动力。汽车作为LPDDR的重要应用方向，也正成为AI落地的重要场景之一。　　随着人工智能应用从模型训练转向更频繁的实际使用，企业对数据读取速度和响应能力的要求明显提高。“高性能存储已不再是可有可无的选项，而是决定系统决策效率与规模的核心基石。”三星电子执行副总裁张实完表示，三星计划于2026到2027年推出厚度仅1T的EDSFF驱动器，该方案可以成倍提升单机架的总容量与带宽，最大化提升空间运营效率。　　长江存储固态硬盘事业部负责人谭弘则指出，目前GPU集群可用度“仅约50%”，存储数据读取效率已成为限制算力发挥的重要因素。他表示，通过提升数据读取与调用效率，可以减少算力浪费。　　铠侠SSD首席技术执行官福田浩一也表示，随着人工智能从训练转向实际应用，“存储成为关键瓶颈”，其中推理场景带来的需求增长最为明显。　　在需求增长的同时，供应侧调整进一步加剧紧张局面。　　邰炜表示，由于存储产能扩张周期长达18至24个月，“供应短缺短期内难以缓解，结构性错配已成为常态”，厂商正优先将产能投向利润更高的AI相关产品，消费类产品的产能受到挤压，行业库存已降至较低水平。　　群联电子执行长潘健成给出更直接的判断：“Flash仍将继续缺货，且将缺货很久。”　　来自系统侧的反馈也显示资源趋紧。腾讯云操作系统内核资深技术专家曾敬翔表示，随着人工智能增长挤压DRAM产能，“内存资源愈发紧张”。　　“这并非一次简单的周期反弹，而是一场长周期的范式转移。存储技术正从微创新走向架构革命，CXL、存算一体、近存计算等概念正加速走向商用。”邰炜同时提醒，繁荣之下仍需保持清醒，建议供给端理性扩产，需求端提前规划、多元供货，从被动买存储转向主动优化存储。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622389320","isCrawlerRequest":true}