华为将发布全新AI SSD产品 中国AI存储器市场格局或将生变

Core Viewpoint - Huawei is set to launch a new AI SSD product on August 27, which is expected to significantly impact the current landscape of the AI storage market in China [1]. Industry Summary - In the current AI memory sector, HBM (High Bandwidth Memory) plays a crucial role, characterized by its high data transfer bandwidth achieved through 3D stacking and wide interfaces, typically integrated directly into GPU cards [1]. - HBM's strategy of sacrificing capacity for extreme bandwidth and energy efficiency has resulted in limited capacity on existing computing cards [1]. Company Summary - The upcoming AI SSD from Huawei is designed to meet the demands for large capacity and high performance in AI training and inference processes, thereby enhancing Huawei's competitiveness in the AI era and promoting the development of the domestic storage ecosystem [1]. - Huawei plans to collaborate with integrated machine manufacturers to revitalize the AI storage market and introduce new possibilities [1].