The AI ​​boom has triggered a shortage in the storage market.

Driven by the pursuit of Artificial General Intelligence (AGI), major companies are investing heavily in data centers, leading to a surge in demand for storage devices. Shortages of DRAM and enterprise-grade hard drives are particularly severe, with hard drive delivery times extending to two years. To address this issue, hyperscale data centers are shifting to QLC NAND flash memory solid-state drives, but this has also resulted in a shortage of QLC NAND. It is projected that by 2027, QLC NAND will surpass TLC in adoption, becoming the mainstream storage solution.