Phison CEO Predicts SSD Boom in Data Centers by 2030
Pua Khein-Seng, CEO of Phison Electronics Corporation, has shared insights into the future of data center storage. He predicts a significant shift towards SSDs as the standard for bulk storage within the next five to eight years. Meanwhile, major tech companies like Google, Microsoft, Amazon Web Services, and Meta are planning substantial expansions of their data center storage capacities to meet the growing demands of AI and machine learning applications.
Pua Khein-Seng estimates that flash technology will remain strong for the next decade due to increasing SSD capacities and decreasing costs. However, current high demand has led SanDisk, Micron, and Western Digital to announce price freezes or hikes across their storage units portfolios. The AI data center boom is the primary cause of this increased storage demand and the ongoing storage units shortages.
Pua Khein-Seng believes that companies slowed flash investment between 2019 and 2020, contributing to the current public storage shortages. He predicts that NAND flash shortages will last for the next ten years. Morgan Stanley has also begun alerting clients to an upcoming 'memory supercycle' driven by High Bandwidth Memory (HBM) and China's market entry. Pua Khein-Seng expects a 'supercycle' in the memory world due to these NAND shortages. Furthermore, he believes that cloud companies will prioritize storage over GPUs for inference, driving further demand for flash.
Pua Khein-Seng's predictions highlight the growing importance of flash technology and SSDs in data centers. As major tech companies expand their storage capacities to meet AI and machine learning demands, the next decade promises to be a significant one for the flash market. Despite current shortages, the long-term outlook for flash technology remains positive, with increasing capacities and decreasing costs expected to drive its growth.
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