MTS2026集邦咨询存储产业趋势研讨会演讲精华汇总

Core Insights - The "MTS2026 Storage Industry Trend Seminar" and the release of the "2026 Top Technology Market Trends Forecast" were successfully held in Shenzhen, gathering over a thousand industry elites and analysts, highlighting the industry's keen interest in future trends [1][37] - The impact of AI on the storage industry was emphasized, with a focus on real demand and significant changes in the high-tech manufacturing supply chain [1] Group 1: Industry Growth and Trends - TrendForce forecasts a 19% annual growth in the wafer foundry industry for 2026, with AI-related demand driving advanced process markets to a remarkable 28% growth [5] - The global data volume is expected to grow at a compound annual growth rate of approximately 40%, necessitating higher performance from data centers [7] - AI servers and general servers are driving a new super cycle in memory, with AI and server-related applications projected to account for 66% of DRAM total capacity by 2026 [17] Group 2: Technological Innovations - Intel's new Xeon 6 series processors are positioned as the preferred choice for global AI servers, featuring performance enhancements and innovative architectures to support AI workloads [7][8] - Solidigm is leading the QLC product market and has introduced high-performance PCIe 5.0 SSDs to meet the demands of AI workloads, enhancing storage efficiency and performance [20] - The introduction of HBF (High Bandwidth Flash) and AI SSDs is expected to reshape the NAND industry value, addressing storage bottlenecks caused by the explosion of LLM parameters [34] Group 3: Market Dynamics and Competitive Landscape - The competition in the AI server market is intensifying, with major players like NVIDIA and AMD leading the GPU AI market, while Chinese companies are increasingly focusing on self-developed ASICs [29] - The memory market is anticipated to face severe shortages, with DRAM ASP expected to rise by 36% in 2026, leading to a projected 56% increase in DRAM revenue [17] - The demand for advanced packaging technologies is growing, with companies like 时创意 adopting innovative processes to meet the requirements of AI-driven applications [13][14]