西方数据之后,索尼:科技巨头暂停销售SD卡。
First Western Digital, now Sony: The tech giant suspends SD card sales

原始链接: https://mashable.com/article/sony-sd-card-sales-suspended-memory-shortage

全球内存短缺,受人工智能数据中心爆炸式增长的驱动,正在影响索尼和西部数据等大型科技公司。索尼已暂停几乎所有SD和CFexpress卡的订单,理由是由于半导体短缺而无法满足需求。停产影响了经销商和直接客户销售,恢复时间尚不明确。 此前,西部数据宣布今年已售罄所有硬盘,凸显了内存生产的普遍压力。此次短缺可能是索尼最近PlayStation游戏机涨价的一个因素。虽然一些低端卡仍在生产中,但预计供应量有限,预示着存储卡市场将出现重大 disruption。这种情况凸显了人工智能的需求对消费电子产品的影响。

## 存储价格上涨与产能滞后 索尼暂停销售SD卡的消息凸显了一个更广泛的问题:存储价格大幅上涨且供应有限,甚至影响到较旧的技术,如硬盘驱动器(HDD)。一位Hacker News用户报告称,需要更换的故障HDD现在比三年前贵2-4倍。 核心问题并非市场反应不足,而是*扩大*生产的复杂性。建造新工厂需要巨额资本投入且回报滞后,如果目前的供需激增被认为是暂时的“AI泡沫”,制造商们不愿过度投资。芯片制造厂可能耗资数十亿美元,建造需要数年时间。 许多人认为制造商认为需求增长是短暂的,大规模扩张存在风险。有人建议政府补贴可以激励国内生产并创造新的竞争者,但专业知识和人员配置可能存在挑战。最终,这种情况表明惯性如何影响大规模市场,并凸显了快速适应突然需求激增的难度。
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原文

The global memory shortage due to rapid AI data center expansion is hitting everyone, even the biggest tech companies in the world.

Case in point: Sony is suspending orders for almost all SD card sales from both vendors and consumers, per PetaPixel. The announcement was made on Sony's Japanese website, and explicitly blamed the lack of available memory as a reason why it can't fulfill SD card orders for the time being. Sony's full statement is as follows:

Thank you for your continued patronage of Sony products.

Due to the global shortage of semiconductors (memory) and other factors, it is anticipated that supply will not be able to meet demand for CFexpress memory cards and SD memory cards for the foreseeable future. Therefore, we have decided to temporarily suspend the acceptance of orders from our authorized dealers and from customers at the Sony Store from March 27, 2026 onwards.

Regarding the resumption of order acceptance, we will consider it while monitoring the supply situation and will announce it separately on the product information page.

CFExpress Type A and Type B cards, as well as regular SD cards, are all affected by this move. Some low-end cards appear to still be in production, per PetaPixel, but as it stands, just assume that any card you see on a store shelf is the last one you'll see there for a while from Sony. The company's statement even straight up said that it doesn't know when it will be able to get the manufacturing up and running again.

Sony follows Western Digital as a fellow big tech memory manufacturer that is feeling the squeeze from the needs of data centers. Western Digital announced in February that it had sold out of all hard drives for the year, with 10 whole months to go. This wasn't a great week for Sony in general, as the company also announced massive price hikes on its current-gen PlayStation video game consoles, most likely for the same reasons that it had to stop making SD cards.

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