{"id":13336,"date":"2025-11-19T11:20:25","date_gmt":"2025-11-19T03:20:25","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=13336"},"modified":"2025-11-19T11:40:03","modified_gmt":"2025-11-19T03:40:03","slug":"industry-warns-the-nand-shortage-is-unlikely-to-ease-within-two-years","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/cn\/news\/industry-warns-the-nand-shortage-is-unlikely-to-ease-within-two-years\/","title":{"rendered":"\u4e1a\u754c\u8b66\u544a NAND \u77ed\u7f3a\u73b0\u8c61\u4e24\u5e74\u5185\u4e0d\u53ef\u80fd\u7f13\u89e3"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"13336\" class=\"elementor elementor-13336\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0553c01 blog-post-container e-flex e-con-boxed e-con e-parent\" data-id=\"0553c01\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bfa89ef intro 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elementor-element-eae4ffe elementor-widget elementor-widget-heading\" data-id=\"eae4ffe\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\u786c\u76d8\u4ea4\u8d27\u671f\u5ef6\u957f\u52a0\u901f\u4e86\u5411 NAND \u7684\u8f6c\u53d8<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7fbffb3 elementor-widget elementor-widget-text-editor\" data-id=\"7fbffb3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>NAND 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elementor-widget-text-editor\" data-id=\"d59e109\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u968f\u7740 HDD \u4e0d\u786e\u5b9a\u6027\u7684\u589e\u52a0\uff0c\u4f01\u4e1a\u6b63\u5728\u5c06\u66f4\u591a\u9884\u7b97\u6295\u5165 QLC SSD \u6216\u6df7\u5408\u5b58\u50a8\u67b6\u6784\uff0c\u4ee5\u786e\u4fdd\u66f4\u53ef\u9760\u7684\u4ea4\u4ed8\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u63a8\u52a8 NAND \u6d88\u8017\u589e\u52a0\u7684\u4e0d\u4ec5\u662f\u4eba\u5de5\u667a\u80fd\uff0c\u786c\u76d8\u7684 \"\u5ef6\u8fdf\u4f9b\u5e94 \"\u4e5f\u63a8\u52a8\u4e86\u5bf9 NAND \u7684\u66f4\u591a\u9700\u6c42\uff0c\u8fdb\u4e00\u6b65\u6269\u5927\u4e86\u4f9b\u9700\u7f3a\u53e3\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ade47f elementor-widget elementor-widget-heading\" data-id=\"7ade47f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\u4e0a\u6e38\u6269\u5f20\u53d7\u5230\u8bbe\u5907\u3001\u6750\u6599\u548c\u8d44\u672c\u7684\u5236\u7ea6<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5aa090b elementor-widget elementor-widget-text-editor\" data-id=\"5aa090b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u7406\u8bba\u4e0a\uff0c\u5f53\u5e02\u573a\u51fa\u73b0\u4f9b\u9700\u7f3a\u53e3\u65f6\uff0c\u5236\u9020\u5546\u53ef\u4ee5\u52a0\u5927\u6295\u8d44\uff0c\u6269\u5927\u751f\u4ea7\u3002\u4f46\u5728 NAND \u884c\u4e1a\uff0c\u6269\u4ea7\u5e76\u975e \"\u589e\u52a0\u66f4\u591a\u673a\u5668 \"\u6216 \"\u518d\u5efa\u4e00\u6761\u751f\u4ea7\u7ebf \"\u90a3\u4e48\u7b80\u5355\u3002NAND \u662f\u4e00\u79cd\u9ad8\u5ea6\u590d\u6742\u7684\u5de5\u827a\u5bc6\u96c6\u578b\u4ea7\u54c1\u3002\u4ece\u65b0\u5efa\u5de5\u5382\u5230\u7a33\u5b9a\u91cf\u4ea7\u901a\u5e38\u9700\u8981 18-24 \u4e2a\u6708\u6216\u66f4\u957f\u7684\u65f6\u95f4\u3002\u56e0\u6b64\uff0c\u5373\u4f7f\u73b0\u5728\u5f00\u59cb\u6269\u4ea7\uff0c\u4e5f\u4e0d\u53ef\u80fd\u5728 2026 \u5e74\u524d\u51fa\u73b0\u65b0\u7684\u4ea7\u91cf\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eeb2979 elementor-widget elementor-widget-text-editor\" data-id=\"eeb2979\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u66f4\u91cd\u8981\u7684\u662f\uff0cNAND \u5236\u9020\u5546\u7684\u8d44\u672c\u652f\u51fa\u53d7\u5230\u51e0\u4e2a\u56e0\u7d20\u7684\u5236\u7ea6\u3002\u9996\u5148\uff0c\u4eba\u5de5\u667a\u80fd\u5e26\u6765\u7684\u6700\u5f3a\u52b2\u5229\u6da6\u589e\u957f\u4e0d\u662f\u5728 NAND \u9886\u57df\uff0c\u800c\u662f\u5728 HBM \u548c DRAM \u9886\u57df\uff0c\u56e0\u6b64\u8bb8\u591a\u516c\u53f8\u4f18\u5148\u8003\u8651\u9ad8\u5229\u6da6\u4ea7\u54c1\u3002\u5176\u6b21\uff0c\u5173\u952e\u6750\u6599\uff08\u5982 BT \u57fa\u677f\u548c\u4e00\u4e9b\u5c01\u88c5\/\u6d4b\u8bd5\u6d41\u7a0b\uff09\u4f9b\u5e94\u7d27\u5f20\uff0c\u8fd9\u610f\u5473\u7740\u5373\u4f7f\u751f\u4ea7\u5546\u60f3\u8981\u6269\u5f20\uff0c\u4e5f\u65e0\u6cd5\u5feb\u901f\u5b8c\u6210\u6240\u6709\u5fc5\u8981\u6b65\u9aa4\u3002\u7b2c\u4e09\uff0c\u5728\u7ecf\u5386\u4e86 2018-2022 \u5e74\u6f2b\u957f\u7684 NAND \u4ef7\u683c\u4e0b\u8dcc\u540e\uff0c\u5236\u9020\u5546\u53d8\u5f97\u66f4\u52a0\u8c28\u614e\uff0c\u4e0d\u613f\u518d\u6b21\u6295\u5165\u5de8\u8d44\uff0c\u4ee5\u514d\u518d\u6b21\u9677\u5165\u4f9b\u8fc7\u4e8e\u6c42\u7684\u5468\u671f\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45faf5e elementor-widget elementor-widget-text-editor\" data-id=\"45faf5e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u8fd9\u4e9b\u56e0\u7d20\u5171\u540c\u5f62\u6210\u4e86\u4e00\u4e2a\u7ed3\u6784\u6027\u74f6\u9888\uff1a\u9700\u6c42\u589e\u957f\u5f3a\u52b2\uff0c\u4f46\u4f9b\u5e94\u6269\u5f20\u5374\u9762\u4e34\u957f\u671f\u5236\u7ea6\uff0c\u4ece\u800c\u5728 2026 \u5e74\u5f62\u6210\u6574\u4e2a\u884c\u4e1a\u7684 \"\u4f9b\u5e94\u5929\u82b1\u677f\"\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1f11d2 elementor-widget elementor-widget-heading\" data-id=\"e1f11d2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2026 \u5e74\u4e3a\u4f55\u65e0\u6cd5\u56de\u5f52\u4f9b\u9700\u5e73\u8861\u300b\u6b63\u6587\u5728\u6b64<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f4a5a7 elementor-widget elementor-widget-text-editor\" data-id=\"0f4a5a7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u4ece\u4f9b\u5e94\u94fe\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u6bcf\u4e2a NAND \u6676\u5706\u90fd\u9700\u8981\u4e00\u4e2a\u56fa\u5b9a\u7684\u65f6\u95f4\u6765\u5b8c\u6210\u751f\u4ea7\u3001\u5207\u5272\u3001\u5c01\u88c5\u3001\u6d4b\u8bd5\u3001\u6574\u5408\uff0c\u6700\u540e\u7531\u56fa\u6001\u786c\u76d8\u54c1\u724c\u5411\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u53d1\u8d27\u3002\u4e00\u65e6\u5236\u9020\u5546\u4e3a 2026 \u5e74\u5206\u914d\u4e86\u6240\u6709\u7684\u6676\u5706\u4ea7\u80fd\uff0c\u8c03\u6574\u7684\u7a7a\u95f4\u5c31\u53d8\u5f97\u6781\u4e3a\u6709\u9650\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u5982\u679c\u6ca1\u6709\u5927\u91cf\u65b0\u589e\u4ea7\u80fd\uff0c\u5373\u4f7f\u7ecf\u6d4e\u73af\u5883\u53d1\u751f\u53d8\u5316\u6216\u90e8\u5206\u9700\u6c42\u653e\u7f13\uff0c\u4f9b\u5e94\u65b9\u4e5f\u65e0\u6cd5\u7075\u6d3b\u5e94\u5bf9\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85dd5cd elementor-widget elementor-widget-text-editor\" data-id=\"85dd5cd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u6b64\u5916\uff0c\u51e0\u4f4d\u4f9b\u5e94\u94fe\u4e13\u5bb6\u6307\u51fa\uff0c2026 \u5e74\u7684\u5927\u90e8\u5206\u4ea7\u80fd\u4e0d\u4ec5\u5df2\u88ab\u9884\u8ba2\uff0c\u800c\u4e14\u5df2\u901a\u8fc7 \"\u957f\u671f\u534f\u8bae \"\u9501\u5b9a\uff0c\u8fd9\u610f\u5473\u7740\u4efb\u4f55\u65b0\u7684\u9700\u6c42\u90fd\u5fc5\u987b\u7b49\u5230 2027 \u5e74\u4e4b\u540e\u3002\u6240\u6709\u8fd9\u4e9b\u673a\u5236\u5bfc\u81f4\u4e86\u4e00\u4e2a\u660e\u786e\u7684\u7ed3\u8bba\uff1a2026 \u5e74\u51e0\u4e4e\u4e0d\u53ef\u80fd\u5f25\u8865\u7f3a\u53e3\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5731a70 elementor-widget elementor-widget-heading\" data-id=\"5731a70\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2027 \u5e74\u6210\u4e3a\u6f5c\u5728\u8f6c\u6298\u70b9<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c72af9e elementor-widget elementor-widget-text-editor\" data-id=\"c72af9e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u6839\u636e\u76ee\u524d\u516c\u5e03\u7684\u6269\u4ea7\u8ba1\u5212\u3001\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u589e\u957f\u66f2\u7ebf\u4ee5\u53ca\u4e0a\u4e0b\u6e38\u4ea7\u4e1a\u8bc4\u4f30\uff0c2027 \u5e74\u6b63\u6210\u4e3a\u4e00\u4e2a\u5173\u952e\u70b9\u3002\u5927\u591a\u6570\u516c\u53f8\u8ba4\u4e3a\uff0c\u5fc5\u987b\u5728 2026 \u5e74\u9010\u6b65\u589e\u52a0\u65b0\u7684 NAND \u4ea7\u80fd\uff0c\u5e02\u573a\u624d\u80fd\u5728 2027 \u5e74\u4e0b\u534a\u5e74\u5f97\u5230\u7f13\u89e3\u3002\u5c4a\u65f6\uff0c\u5982\u679c\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u7684\u589e\u957f\u901f\u5ea6\u4ece\u6781\u901f\u653e\u7f13\u5230\u5e73\u7a33\uff0c\u5982\u679c\u786c\u76d8\u4f9b\u5e94\u94fe\u9010\u6e10\u6062\u590d\uff0c\u5e02\u573a\u53ef\u80fd\u4f1a\u8fdb\u5165 \"\u4f9b\u9700\u518d\u5e73\u8861 \"\u7684\u9636\u6bb5\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d329559 elementor-widget elementor-widget-text-editor\" data-id=\"d329559\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u4e0d\u8fc7\uff0c\u4e5f\u6709\u66f4\u60b2\u89c2\u7684\u58f0\u97f3\u3002\u5982\u679c HBM \u7684\u5229\u6da6\u4ecd\u7136\u8fdc\u9ad8\u4e8e NAND\uff0c\u5236\u9020\u5546\u53ef\u80fd\u4f1a\u63a8\u8fdf NAND \u7684\u6269\u5f20\uff0c\u4ece\u800c\u5c06\u4f9b\u5e94\u7d27\u5f20\u7684\u5c40\u9762\u5ef6\u7eed\u5230 2028 \u5e74\u3002\u5982\u679c\u6750\u6599\u6301\u7eed\u77ed\u7f3a\u6216\u5730\u7f18\u653f\u6cbb\u95ee\u9898\u6270\u4e71\u4f9b\u5e94\u94fe\uff0c\u5e73\u8861\u70b9\u53ef\u80fd\u4f1a\u88ab\u8fdb\u4e00\u6b65\u63a8\u540e\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-991cb5d elementor-widget elementor-widget-heading\" data-id=\"991cb5d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\u5168\u884c\u4e1a\u7684\u5f71\u54cd\uff1a\u4ece\u5de5\u5382\u5230\u6d88\u8d39\u8005<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-732ddbf elementor-widget elementor-widget-text-editor\" data-id=\"732ddbf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u968f\u7740 NAND \u77ed\u7f3a\u7684\u6269\u5927\uff0c\u4f9b\u5e94\u94fe\u7684\u538b\u529b\u7ed3\u6784\u4e5f\u5728\u53d1\u751f\u53d8\u5316\u3002\u76ee\u524d\uff0c\u6676\u5706\u5382\u548c NAND \u5236\u9020\u5546\u6b63\u5904\u4e8e\u76c8\u5229\u80fd\u529b\u63d0\u9ad8\u548c\u6ee1\u8d1f\u8377\u751f\u4ea7\u7684\u7406\u60f3\u72b6\u6001\uff0c\u4f46\u63a7\u5236\u5668\u516c\u53f8\u548c\u56fa\u6001\u786c\u76d8\u54c1\u724c\u5546\u5219\u9762\u4e34\u7740\u66f4\u4e3a\u590d\u6742\u7684\u5c40\u9762\u3002\u5b83\u4eec\u53d7\u76ca\u4e8e\u4f01\u4e1a\u548c\u9ad8\u7aef\u9700\u6c42\u7684\u589e\u957f\uff0c\u4f46\u4e5f\u9762\u4e34\u7740\u6d88\u8d39\u5e02\u573a\u9700\u6c42\u75b2\u8f6f\u548c\u6210\u672c\u4e0a\u5347\u538b\u7f29\u5229\u6da6\u7684\u95ee\u9898\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b6027c elementor-widget elementor-widget-text-editor\" data-id=\"7b6027c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u5bf9\u4e8e\u670d\u52a1\u5668\u5236\u9020\u5546\u548c\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u6765\u8bf4\uff0c\u4f9b\u5e94\u7d27\u5f20\u610f\u5473\u7740\u5e93\u5b58\u6210\u672c\u589e\u52a0\uff0c\u91c7\u8d2d\u8ba1\u5212\u66f4\u52a0\u590d\u6742\u3002\u4f01\u4e1a\u5fc5\u987b\u66f4\u591a\u5730\u4f9d\u9760\u957f\u671f\u534f\u8bae\u6765\u786e\u4fdd\u4f9b\u5e94\uff0c\u5e76\u91c7\u7528\u66f4\u4e25\u683c\u7684\u5e93\u5b58\u7ba1\u7406\u548c\u67b6\u6784\u4f18\u5316\u3002\u5bf9\u4e8e\u666e\u901a\u6d88\u8d39\u8005\u6765\u8bf4\uff0c2026 \u5e74\u56fa\u6001\u786c\u76d8\u7684\u5e73\u5747\u4ef7\u683c\u51e0\u4e4e\u4e0d\u53ef\u80fd\u5927\u5e45\u4e0b\u964d\uff0c\u67d0\u4e9b\u5bb9\u91cf\u7684\u56fa\u6001\u786c\u76d8\u751a\u81f3\u53ef\u80fd\u5728 DIY \u5e02\u573a\u4e0a\u9762\u4e34\u77ed\u671f\u77ed\u7f3a\u3002<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8016e2c elementor-widget elementor-widget-heading\" data-id=\"8016e2c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\u7ed3\u6784\u6027\u51b2\u51fb\u91cd\u5851\u672a\u6765\u4e24\u5e74\u7684\u884c\u4e1a\u683c\u5c40<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccd98c5 elementor-widget elementor-widget-text-editor\" data-id=\"ccd98c5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>\u8fd9\u4e00\u8f6e NAND \u7d27\u7f29\u4e0d\u4ec5\u4e0e\u4ef7\u683c\u4e0a\u6da8\u6709\u5173\uff0c\u8fd8\u662f\u4e00\u6b21\u957f\u671f\u7684\u7ed3\u6784\u6027\u8c03\u6574\u3002\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u7684\u89c4\u6a21\u5316\u6b63\u5728\u6539\u53d8\u6570\u636e\u4e2d\u5fc3\u7684\u67b6\u6784\uff0cNAND 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