Core Insights - The massive data generated by AI is impacting global data center storage facilities, leading to a supply shortage of Nearline HDDs, which have traditionally been the cornerstone for massive data storage [1] - As a result, high-performance and high-cost SSDs are becoming the market focus, particularly large-capacity QLC SSDs, which are expected to see explosive growth in shipments by 2026 [1] Industry Summary - AI-generated data is creating significant demand for storage solutions, causing a shift from traditional HDDs to SSDs [1] - The supply shortage of Nearline HDDs indicates a potential opportunity for SSD manufacturers to capture market share [1] - The anticipated growth in QLC SSD shipments highlights a trend towards higher efficiency and performance in data storage solutions [1]
集邦咨询：AI推理需求导致Nearline HDD严重缺货，预计2026年QLC SSD出货有望趁势爆发
Ge Long Hui·2025-09-15 05:56