存储太火！铠侠今年产能已全部售罄

Core Insights - The strong demand driven by the AI boom is reshaping the global storage market, marking the end of the era of cheap solid-state drives (SSDs) [1] - Kioxia has confirmed that its production capacity is fully sold out for the year, with supply shortages expected to persist until 2027 [1] - The price of 1TB SSDs has significantly increased, with some mainstream models experiencing price hikes of over 130% in recent months [1][3] Price Surge - The price increase for 1TB SSDs spans from traditional SATA drives to advanced PCIe 5.0 models, ending the period where prices were below $50 [3] - Specific examples include the Corsair MP700 Pro XT 1TB, which rose from $159.99 to $219.99, a 38% increase, and the Samsung 990 Pro 1TB, which saw an 83% increase to $199.99 [3] - Shunsuke Nakato anticipates that this upward price trend will continue through 2026 and possibly into 2027, indicating that the low-cost window for system upgrades has closed [3] Supply Chain Challenges - Kioxia's management has indicated that the company cannot accelerate delivery through physical means due to order backlogs, necessitating adjustments in allocation strategies [2] - The global NAND flash supply chain is facing severe supply-demand imbalances, exacerbated by AI infrastructure demands [2][6] Allocation Strategy - Kioxia has opted for a trust-based allocation strategy rather than a "highest bidder wins" approach, focusing on long-term partnerships for capacity distribution [4] - This strategy aims to maintain long-term stability in the supply chain rather than maximizing short-term profits [4] Technological Responses - To address ongoing supply constraints, storage manufacturers are enhancing production efficiency through technology [5] - Kioxia's Yokkaichi factory is utilizing AI and IoT technologies to collect approximately 50TB of manufacturing data daily to maximize yield [5] - The Kitakami factory is expected to begin full production of Kioxia's 8th generation BiCS flash memory soon, which may help alleviate the global NAND supply shortage [5] Market Dynamics - Other industry leaders, such as Phison and SanDisk, have reported similar trends, with NAND prices doubling and significant price increases to meet AI-driven demand [6] - The seller's market characteristics in the storage industry are expected to become more pronounced in the coming years due to the AI boom [6]