原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players.
Phison CEO: "2027 capacity constraints will be even more severe than in 2026."
"Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production.
With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years."
Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...
翻译：
仅仅是对 $SNDK、$SKHY、$MU、Kioxia 和其他 NAND 厂商需求失衡的可见度有所增加。
Phison CEO 表示：“2027 年的产能限制将比 2026 年更加严重。”
“上游供应商需要从建厂和设备投资到实际生产，需要长达 4 年的时间。
由于需求增长迅速，而供应扩张有限，NAND 短缺可能会持续数年。”
我并不完全同意那些声称内存行业已经结束、尤其是 2026 年 NAND 瓶颈问题的人的观点...
Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players.
Phison CEO: "2027 capacity constraints will be even more severe than in 2026."
"Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production.
With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years."
Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...
翻译：
仅仅是对 $SNDK、$SKHY、$MU、Kioxia 和其他 NAND 厂商需求失衡的可见度有所增加。
Phison CEO 表示：“2027 年的产能限制将比 2026 年更加严重。”
“上游供应商需要从建厂和设备投资到实际生产，需要长达 4 年的时间。
由于需求增长迅速，而供应扩张有限，NAND 短缺可能会持续数年。”
我并不完全同意那些声称内存行业已经结束、尤其是 2026 年 NAND 瓶颈问题的人的观点...
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