硬盘交付期限已延长至2年以上 客户紧急采购SSD及QLC NAND闪存

金十数据11月7日讯,AI服务器推动储存需求爆发,传统硬盘持续大缺货,交付期限已延长至2年以上,云厂商“紧急加单”,采购大容量企业级固态硬盘,部分原厂2026年QLC NAND Flash产能也被提前抢购一空。供应链人士透露,各家云厂商只能排队等待,由于HDD供应集中,并采取“依订单生产”模式,缺货持续加剧,有云厂商与供应商签定2026年长约,提前锁定HDD与企业级SSD供货来源。

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