MTS议题公布｜价格疯涨？供需博弈？大咖共探2026年存储产业趋势

Core Viewpoint - The article highlights the upcoming MTS2026 Storage Industry Trend Seminar, focusing on the transformation of the storage industry driven by AI technology and the restructuring of the global ecosystem [2]. Event Details - The seminar is scheduled for November 27, 2025, from 9:00 AM to 5:30 PM at the Shenzhen St. Regis Hotel [5][20]. - The agenda includes keynote speeches, a TechFuture Awards ceremony, and networking opportunities [18][19]. Keynote Speakers and Topics - The opening remarks will be delivered by the Chairman of TrendForce, Dong Yunchang, discussing the impact of AI and supply-demand variables on wafer foundries [5]. - Senior Research Vice President Guo Zuorong will analyze the capacity competition and price trends in the memory market for 2026 [5]. - Other notable speakers include: - Ni Jinfeng from Solidigm, discussing innovations in storage that support AI breakthroughs [7]. - Huang Shaowa from Qianxing Technology, focusing on collaborative innovations in storage and computing to promote AI applications [10]. - Chen Baoli from Intel, presenting on the role of Xeon 6 in empowering the cloud intelligence era [11]. - Zhaoming from Oconno, addressing the dual drivers of traditional and AI technologies in the server market for 2026 [14]. Industry Insights - The seminar aims to gather industry leaders to discuss the future of storage technology and its integration with AI, highlighting the importance of innovation in driving industry growth [16].