Jing Ji Ri Bao·2026-02-04 22:59Core Viewpoint - The storage chip shortage in the computer industry is expected to persist until at least 2028 due to the surge in demand driven by artificial intelligence (AI) applications, which is diverting supply away from traditional computers and smartphones [1][2] Group 1: Storage Chip Shortage - Intel's CEO, Pat Gelsinger, indicated that the storage shortage has not improved and will not ease before 2028 [1] - The expansion of AI infrastructure is significantly increasing the demand for storage chips, leading to a reduction in supply for traditional computing devices [1] - The ongoing shortage has resulted in rising storage prices, potentially diminishing consumer interest in purchasing computers and smartphones [1] Group 2: Intel's Market Strategy - Intel plans to re-enter the storage market by collaborating with SoftBank's subsidiary, Saimemory, to develop a new type of vertical stacking memory called Z-Angle Memory (ZAM) [1] - ZAM is designed to compete with high-bandwidth memory (HBM) used in the latest AI data centers, offering greater capacity, higher bandwidth, and lower power consumption [1] Group 3: Impact on Consumer Electronics - The surge in storage prices has led several consumer electronics brands to either raise prices or adjust their product plans [2] - Nintendo's president, Shuntaro Furukawa, expressed concerns that prolonged high storage prices could impact the company's profitability in the upcoming fiscal year, resulting in a nearly 11% drop in Nintendo's stock price [2]