[kopija]

Teška vremena part II

The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major cloud service providers (CSPs) in North America and China are urgently increasing orders for high-capacity enterprise solid-state drives (SSDs). Some manufacturers' 2026 QLC NAND Flash production capacity has already been fully pre-purchased, prompting industry forecasts that global QLC bit shipments could surpass TLC NAND as early as 2027.

Source: DigiTimes