威刚董事长陈立白：存储紧缺，有钱也买不到！

Core Insights - The chairman of Adata Technology, Chen Libai, stated that the demand for AI has led to the most severe memory shortage in 20 years, with customers receiving only 30% of their ordered quantities, indicating a significant supply constraint [2][3] - The current memory shortage is expected to last for at least two to three more quarters, with DRAM and NAND Flash anticipated to remain in short supply until the first half of 2026 [2] - The shortage has forced international electronics brands to elevate procurement discussions to the highest levels, with company leaders personally negotiating for supplies [2] Supply and Demand Outlook - Chen emphasized that concerns about repeat orders due to shortages are unfounded, as safety stock levels are critically low and customers cannot purchase even with available funds [3] - Major manufacturers like Samsung, SK Hynix, and Micron are advancing production processes, but the new capacity is insufficient to meet demand, particularly for DDR4 and DDR5, which are in tight supply [3] - The NAND Flash market is facing a more severe shortage than initially expected, driven by production capacity being shifted to more profitable DRAM, leading to a deeper supply gap [3] Impact on Traditional Electronics - The competition for supplies from cloud service providers (CSPs) has tightened the supply chain for traditional electronics manufacturers, with Taiwanese companies receiving only 50% to 70% of the quantities they did a year ago [3]