Phison CEO’su uyardı: NAND flaş bellek kıtlığı 2027’ye kadar derinleşecek

33 kaynak
digitimes.com
  • Phison Electronics CEO'su Khein-Seng Pua, NAND flaş kapasitesinin 2026 yılına kadar tamamen tükendiğini ve 2027'de daha da büyük bir açık beklendiğini belirtti.
  • Reuters'ın haberine göre, SK Hynix CEO'su Kwak Noh-jung, şirketin Indiana'daki 4 milyar dolarlık paketleme tesisinin temelini atmasıyla birlikte, kıtlığın 2030 yılına kadar sürebileceğini söyledi.
  • Büyük ölçekli veri merkezi sağlayıcılarının (hyperscaler) yapay zeka talebi, bellek üretimini tüketici elektroniğinden uzaklaştırırken, TrendForce bu çeyrekte NAND fiyatlarının %10 ila %15 oranında daha artacağını öngörüyor.
Kaynaklar (33)
  1. 1 Phison CEO Warns Global NAND Flash Shortage Will Persist Through 2027 streamlinefeed.co.ke
  2. 2 SK Hynix to start AI chip output in Indiana in 2029, sees ... www.reuters.com
  3. 3 NAND Flash price increase 2026: Projected 10-15% Surge sokatec.com
  4. 4 ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027 finance.yahoo.com
  5. 5 Memory supply crunch to last through 2030, predicts SK Hynix CEO english.hani.co.kr
  6. 6 SK hynix CEO Sees Memory Shortage Through 2030 en.sedaily.com
  7. 7 Memory Chip Shortage 2026: Sourcing DRAM & DDR4 | GlobX globx.eu
  8. 8 SK Hynix starts work on US$4 billion Indiana AI memory ... www.businesstimes.com.sg
  9. 9 DIGITIMES Semiconductors: Memory chips news www.digitimes.com
  10. 10 DIGITIMES archived news www.digitimes.com
  11. 11 Global Memory Shortage Crisis: Market Analysis and the ... - IDC www.idc.com
  12. 12 2026 Memory Chip Shortage: SK Hynix Warns It May Last Past 2030 tech-insider.org
  13. 13 SK Hynix CEO Predicts Memory Shortage Until 2030 www.chosun.com
  14. 14 Phison CEO: NAND Prices Double, 2026 Sold Out Amid AI Demand www.linkedin.com
  15. 15 Phison CEO thinks NAND shortages could shut down entire consumer ... www.reddit.com
  16. 16 Phison's CEO says the NAND flash shortage could shut ... x.com
  17. 17 Will the Memory Chip Shortage Trigger Production Shutdowns in ... www.z2data.com
  18. 18 SK Hynix Sees Memory Shortage Lasting Through 2030 as AI ... www.morningstar.com
  19. 19 Phison CEO claims NAND shortage could last a staggering ... www.tomshardware.com
  20. 20 Phison CEO Says DRAM and NAND Flash Shortage Will ... www.reddit.com
  21. 21 The 2026 Memory Challenge | DigiKey www.digikey.com
  22. 22 Global Memory Shortage 2026: What Filmmakers Need To ... www.cined.com
  23. 23 SK Hynix Breaks Ground on $4B+ Indiana HBM4E ... siliconanalysts.com
  24. 24 Memory Chip Shortage 2026: How EMS & OEMs Can ... luminovo.com
  25. 25 NAND Flash Prices Are Surging in 2026 — What It Means for ... www.elinfor.com
  26. 26 SK Hynix to start AI chip output in Indiana in 2029, sees ... wmbdradio.com
  27. 27 Senao Networks warns memory shortage may cut 30% of ... www.digitimes.com
  28. 28 The NAND Crisis Is Now Worse Than DRAM; Samsung Is ... www.reddit.com
  29. 29 Why Memory Card and NAND Flash Storage Prices Are ... www.linkedin.com
  30. 30 SK hynix breaks ground on $4 billion Indiana HBM ... mlq.ai
  31. 31 DIGITIMES: News and Insight of the Global Supply Chain www.digitimes.com
  32. 32 Samsung NAND Prices Jump 100% in Q1 2026 www.buysellram.com
  33. 33 MCU chipmaker Sonix sees supply crunch lasting through 2026, memory shortage hits imaging shipments www.digitimes.com
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