Serenity: Storage chip shortage may persist until 2030, but the market faces significant correction due to concerns over AI investment sustainability

BlockBeats News, October 17, Serenity published an article stating that Dell's CEO had pointed out that the shortage in storage chip supply could be a problem lasting for four years, as building new factories typically takes about four years, and additional production capacity may not be released until 2029 or 2030. He also predicted that the tight supply-demand situation for semiconductors might worsen further by 2027. Serenity believes that the current storage chip market is experiencing rare forward demand visibility, with Google and other major cloud service providers seeking to extend long-term procurement agreements (LTA) until 2035. However, the market is simultaneously undergoing a significant correction due to concerns over the sustainability of AI investments and related financing, creating a situation where long-term supply-demand tension coexists with short-term sector volatility. [Original Link]