Core Insights - The storage capacity is expected to be extremely tight in 2026, prompting major cloud service providers to initiate "bundled negotiations" for 2027 supply capacity, with contracts potentially being finalized as early as Q1 of this year [1] Supply Chain Analysis - Major storage manufacturers are currently unable to effectively expand production in the short term, with module manufacturers facing chip shortages and downstream allocation pressures. It is reported that large module manufacturers are only receiving 30% to 50% of their original demand for chips [1] - Traditional applications such as mobile phones and PCs are being deprioritized, with most brand manufacturers only able to secure 50% to 70% of their expected supply for this year [1] Market Trends - According to the latest research from TrendForce, the global MLC NAND Flash capacity is projected to decrease by 41.7% annually by 2026 due to major international NAND Flash manufacturers exiting or reducing MLC NAND Flash production and reallocating capital expenditures and R&D resources to advanced processes, exacerbating supply-demand imbalances [1]
存储供需紧张，大型云厂商提前启动2027年产能“捆绑式谈判”
Ju Chao Zi Xun·2026-01-07 13:01