According to semiconductor-related media, the rapid expansion of AI applications has triggered a surge in demand for inference computing.
NVIDIA intends to introduce AI SSDs, which may subsequently consume a large portion of NAND Flash production capacity, replicating the HBM model that squeezed out DDR memory, leading to a severe supply shortage in the NAND market.
Recently, the market has shown clear signs of tightening supply and demand.
Supply chain sources revealed that under the strong pull of AI and enterprise-level SSD orders, NAND manufacturers have prioritized allocating capacity to high-end and enterprise-grade products, further straining wafer supply.
The price increase trend is rapidly spreading from high-capacity products to all capacities.
NVIDIA aims to develop AI SSDs, and the market demand for high-performance, high-durability NAND chips is expected to grow further, leading to a fundamental shift in the supply-demand structure of the industry.
Major controller IC manufacturers, with long-term investment in the enterprise and high-performance storage markets, possess capabilities in controller chip and hardware integration. They can perform customized tuning based on AI inference workload characteristics, securing key positions in the AI SSD ecosystem.
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