倪光南：中国数据存储产业已拥有关键核心技术和足够产业规模

Core Insights - The development of AI presents significant opportunities for the data storage industry, shifting IT architecture from a compute-centric to a storage and data-centric model [3][4] - China's data storage industry has achieved key core technologies and sufficient industrial scale, with Yangtze Memory Technologies' 232-layer 3D NAND flash chips already in mass production [4][5] - The industry has reached international leading levels in technology, with domestic storage solutions being widely applied in critical sectors such as finance, government, telecommunications, and healthcare [5] Industry Challenges - The data storage industry faces challenges such as a low data retention rate of only 2.8%, insufficient data aggregation for AI scenarios, and a lack of high-quality datasets [5] - The proportion of all-flash storage in China is only 29.2%, compared to 55.4% in the United States, indicating a gap in technology adoption [5] - There is a lack of independent categories in AI storage, inadequate ecosystem development, and a shortage of talent in data storage [5] Recommendations for Future Development - The data storage committee should focus on industry promotion, technological breakthroughs, standard guidance, industrial collaboration, and ecosystem building to enhance the core competitiveness of China's data storage industry [2][5]