根据TechPowerUp于2026年10月5日引用的The Wire China报道，中国NAND制造商长江存储（YMTC）的一名匿名员工表示，全球存储芯片短缺可能会再持续三年，直到2029年底。
YMTC Reportedly Projects Global Memory Shortage Could Extend Into Late 2029 According to a report by The Wire China cited by TechPowerUp on October 5, 2026, an anonymous employee at Chinese NAND manufacturer YMTC indicated that the global memory shortage could persist for another three years until late 2029.
该员工透露，长江存储已提高芯片价格，并将产能转向利润率更高的产品。
The employee stated that YMTC has raised chip prices and shifted manufacturing capacity toward higher-margin products.
这一前景超出了TrendForce关于2027年下半年供应宽松的预测，与美光首席执行官近期对2028年供应持续紧张的预期更为一致。
The outlook extends beyond TrendForce's projection of supply loosening in the second half of 2027, aligning more closely with recent commentary from Micron's CEO anticipating tight conditions through 2028.
根据Counterpoint Research的数据，长江存储在第二季度全球NAND比特出货量中排名第四，市场份额达14%。
According to Counterpoint Research, YMTC ranked fourth in global NAND bit shipments in the second quarter with a 14% market share.
尽管长江存储正在扩大晶圆厂产能，但产能转向可能会对消费级固态硬盘（SSD）的供应造成限制。
The capacity shift may constrain supply for consumer SSDs even as YMTC expands fab capacity.