从周期波动到全面进阶：AI浪潮下的存储新机遇——GMIF2025邀您共探破局之道！

Core Viewpoint - The storage industry is undergoing a significant transformation from "cyclical drivers" to "structural growth" due to the acceleration of AI applications, massive data, and edge intelligence, leading to a new growth cycle in the storage sector driven by structural demand [4]. Group 1: Industry Overview - The global semiconductor market is projected to reach $346 billion in the first half of 2025, with a year-on-year growth of 18.9%, and the semiconductor storage segment is expected to grow by 20% [4]. - The storage market is shifting from "capacity expansion" to "higher performance, higher energy efficiency, and system collaboration" [4]. Group 2: Upcoming Event - The 4th GMIF2025 Global Storage Industry Innovation Summit will be held on September 24-25, 2025, in Shenzhen, focusing on breakthroughs in storage driven by AI technology [6]. - The summit aims to create a collaborative hub that connects technology and market, gathering key forces in the global storage ecosystem [6]. Group 3: Key Topics of the Summit - Storage Technology Trends and Iteration Paths: New architectures like CXL, Chiplet, and near-storage computing are accelerating the transition from point optimization to system collaboration [9]. - AI Application Innovation and Implementation Practices: Trends in AI servers, AI smartphones, AIPC, and smart vehicles highlight the innovative storage demands [10]. - Collaborative Win-Win in the Industry Chain: Collaboration among manufacturers, storage solution providers, packaging and testing, materials, and equipment companies is essential for building a dual-engine of technology and market [11]. - Global Ecosystem Interaction and New Pattern Reconstruction: The summit will address how to reshape supply chains, standard building, and cross-border collaboration in the post-globalization era [12]. Group 4: Summit Highlights - GMIF serves as a high-end global platform for technology exchange, showcasing technological achievements and expanding upstream and downstream cooperation [21]. - It provides an important venue for industry professionals to grasp trends, link resources, and seek new opportunities [21]. - The summit is also a key platform for media and academia to access first-hand information and influence industry discourse [22].