Group 1 - The company, Demingli, plans to optimize its previous fundraising project by increasing investment in the "PCIe SSD storage control chip and module project" from 499 million to 743 million yuan, with a new implementation site in Shenzhen Guangming [1] - This strategic adjustment aims to align with the explosive demand in the AI server storage sector, ensuring the company builds a competitive advantage in the current AI industry opportunity [1][2] - The demand for AI computing power is surging, with major domestic cloud service providers expected to significantly increase capital expenditures, such as ByteDance's projected investment of 150 to 160 billion yuan in this area by 2025 [1][2] Group 2 - According to a report by China Telecom Research Institute, the AI industry is expected to contribute over 11 trillion yuan to China's GDP by 2035, driving a tenfold to hundredfold increase in computing power demand [2] - The adjustment in Demingli's fundraising project aligns with the urgent need for capacity upgrades in storage, which is a core component of computing infrastructure [2] - Innovations in AI storage technology, such as multi-level cache architecture and task-specific designs, are accelerating market expansion and require upgrades in data throughput, response speed, low power consumption, and overall cost [2] Group 3 - Demingli is leveraging its self-developed technology and a deep understanding of end-user applications to enhance storage performance and stability through a comprehensive customization capability [3] - The company is expanding its manufacturing capabilities with a new base in Shenzhen Guangming, focusing on automated production and digital management to meet high-quality, customized AI storage demands [3] - With the implementation of its fundraising project, Demingli aims to enhance its technological leadership and market coverage, promoting the penetration of domestic storage solutions in high-performance AI scenarios [3]
AI存储需求激增 德明利加码PCIe SSD存储控制芯片及模组项目产能布局