Хиймэл оюун ухааны технологийн эрэлт нэмэгдэж байгаатай холбоотойгоор NAND флаш санах ойн нийлүүлэлтийн хомсдол үргэлжлэх эрсдэлтэй байна.
Phison компанийн гүйцэтгэх захирал Пуа Кхэйн-Сэнгийн мэдээлснээр, NAND флаш санах ойн үнэ ойрын хугацаанд буурахгүй байх төлөвтэй байна. Шинэ үйлдвэрлэлийн хүчин чадлыг эрэлттэй тэнцүүлэхэд дор хаяж дөрвөн жил шаардлагатай байгаа нь 2030 он хүртэл үнийн өсөлт үргэлжлэх магадлалтайг харуулж байна.
Хиймэл оюун ухааны дэд бүтцийн салбарын эрэлт энэ оны сүүлээс 2027 оны эхэн хүртэл эрчимтэй өсөх төлөвтэй байна. Хэдийгээр шинэ үйлдвэрүүдийн бүтээн байгуулалт эхэлсэн ч хөрөнгө оруулалт хийснээс хойш бүтээгдэхүүн зах зээлд гарах хүртэл дөрвөн жилийн хугацаа шаардлагатай байгааг Micron компанийн удирдлагууд мөн онцолжээ.
Энэхүү нөхцөл байдлаас шалтгаалан Phison компани жижиглэн худалдааны зах зээлд нийлүүлэх нөөцөө багасгаж, анхаарлаа илүүтэйгээр байгууллагын болон хиймэл оюун ухааны салбарт төвлөрүүлж байна. Эцсийн хэрэглэгчдийн хувьд SSD хадгалах төхөөрөмжийн үнийн өсөлт ойрын хугацаанд тогтворжих шинж тэмдэг ажиглагдахгүй байна.
Дэлгэрэнгүйг эх сурвалжаас харах
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Here I am with your weekly reminder that the ongoing memory/SSD crisis isn’t going anywhere soon. The CEO of Phison has spoken about the state of affairs in 2026 and beyond—and it’s all looking rather doom and gloom for the average consumer.
According to a Commercial Times report, Phison chief Pua Khein-Seng said that he expects NAND flash prices to keep rising, as he’s been told it will take four years for new production capacity to catch up with demand. That’s potentially 2030 and beyond, for the less math-inclined.
Pua noted that demand from AI infrastructure customers, among others, is expected to rise from late this year into early 2027. Phison is building up its inventory in advance—but while it’s made efforts to ensure stable supply over the next two years, the current bottleneck comes in the form of NAND supply.
Pua was told there’s a four-year lead time from investment in new plant construction to actual supply, so while the groundwork for new NAND-producing facilities has begun, it’ll still be some time before the fruits of their efforts reach the market.
His comments echo those of Micron executive Sumit Sadana last week, who stressed the difficulties of quickly spinning up new memory wafer fabs in order to meet voracious AI demand. Basically, these facilities don’t spring out of the ground the same way an AI data center might, so don’t hold your breath.
However, it might be an even worse story for storage versus system memory. While DRAM supply concerns could potentially be eased by newer, more-lightweight AI models, the vast amounts of data required (and produced) by AI servers will need to be stored somewhere.
So, while the shortages are inextricably linked, the differing needs of the demands might throw yet another spanner in the works. It’s all up in the air, but it’s certainly not looking good for the end consumer.
With AI demand expected to increase, supply continuing to be constrained, and new production facilities seemingly a long way out, Pua says that his company is reducing resources towards the retail market, and shifting more focus towards enterprise and AI instead.
Looking at the painful consumer SSD prices at the moment, it’s difficult to imagine them continuing to increase all the way to 2030. But, as these reports confirm, it’s not looking like we’ll see an improvement any time soon. Quite the opposite, in fact, which is dreary news to end an article with. Anyone read any good books lately?
