차세대 NAND 시장: 공급이 과거처럼 수요를 따라잡지 못하는 이유

AI is driving a massive shift in infrastructure demand, and memory is quickly becoming one of the industry’s biggest pressure points. As inference workloads expand across enterprise environments, organizations are generating and retaining more operational AI data than ever before, putting new strain on storage capacity, scalability, and long-term planning.

에서 recent article on Forbes, Phison USA General Manager and President Michael Wu breaks down why the NAND market is entering a new era shaped by AI-driven demand. From the rise of inference to the growing role of SSDs in modern infrastructure, the article explores why traditional supply models may no longer keep pace and what you should be thinking about now to prepare for the next decade of AI growth.