Core Insights - The demand for real-time access and high-speed processing of massive data is rapidly increasing due to AI inference applications, prompting HDD and SSD suppliers to expand their offerings of large-capacity storage products [1] - The HDD market is facing a significant supply gap, which is encouraging NAND Flash manufacturers to accelerate technological advancements and invest in the production of ultra-large capacity Nearline SSDs, such as 122TB and even 245TB [1] - The development of AI infrastructure and products like smartphones and smart glasses is driving demand in the storage market, with some products experiencing supply shortages [1] - The domestic storage industry is entering a new phase of industrialization and marketization, leveraging technological breakthroughs and product iterations to integrate into the supply chains of leading domestic and international smartphone, PC, and server brands [1]
AI存储需求激发替代效应，供应商加速转进大容量SSD
Jin Rong Jie·2025-10-15 02:37