NOR Flash，也开始短缺

Group 1 - The demand for NOR flash memory is increasing due to the growth of artificial intelligence servers, which require NOR flash for storing boot code, firmware, and low-latency code [2] - A GPU server can now accommodate up to 30 NOR devices, with the cost of each Nvidia GB200 NVL72 system reaching $600, potentially rising to $900 in the coming years [2] - Macronix, a major supplier of NOR flash, reports strong demand for 2D NOR flash chips used in AI servers and high-performance computing devices [7] Group 2 - NAND memory accesses units by pages rather than individual bits, requiring other units in the sequence to be activated for reading [4] - NOR flash has faster random read speeds but slower write speeds compared to NAND flash, making it suitable for certain automotive and industrial applications [7] - Winbond aims to increase NOR flash production capacity by 30% to 40% year-on-year, with all production booked for this year and next [7]