#AGI AI 需求正引爆全球記憶體與儲存危機，價格風暴恐持續十年。AI 資料中心正在搶光全球 DRAM、NAND 與 HDD 產能。OpenAI 的 Stargate 專案已與三星與 SK hynix 簽約，每月包下高達 90 萬片 DRAM 晶圓，相當於全球供應量的 40%。廠商轉向生產 HBM 等高毛利產品，導致 DDR4、TLC NAND 等主流產品被犧牲，連 Raspberry Pi 都因成本暴漲調價。
🔍 Why it matters: The insatiable demand from AI training and inference is reshaping the economics of the semiconductor and cloud infrastructure industries.
🌏 The big picture: The global memory and storage “supply chain war” is just beginning—major players lock in long-term supply contracts, while smaller firms and consumers bear the rising costs.
📄 Full article: https://www.tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs
📌 一杯咖啡價錢連接 Web3 世界：https://patreon.com/wanszezit