Core Insights - The innovation in AI is leading to structural changes in the market, with an increasing demand for data storage and access [1] - DRAM products are essential for supporting large model parameters, long sequence reasoning, and multi-task parallel operations, while NAND Flash is also critical for high-speed data flow [1] - The storage industry has become a crucial resource in AI infrastructure, making it a competitive area for Cloud Service Providers (CSPs) [1] Industry Outlook - Due to limited production capacity, there is a need for more allocation, which is driving up prices [1] - The overall storage industry revenue is expected to reach $551.6 billion by 2026 and further peak at $842.7 billion in 2027, representing a 53% year-on-year growth [1]
机构：存储器市场产值有望于2027年再创高峰，预估年增率超50%
2 1 Shi Ji Jing Ji Bao Dao·2026-01-22 06:32