Summary of Huawei's AI Inference Breakthroughs and Storage Innovations Industry and Company Involved - The document focuses on **Huawei** and its advancements in the **AI inference** field, particularly in the context of **storage technology** and its implications for the **financial sector** [1][2][4]. Core Points and Arguments - Huawei has introduced a **fully flash storage server** that utilizes **SSD** and **NAND** technology to enhance operational efficiency in the financial sector, aiming to reduce reliance on **HBM** (High Bandwidth Memory) while complementing it [1][2][3]. - The concept of **"storage instead of computing"** (以存代算) is highlighted as a trend in the industry, with companies like **Kioxia** and **Micron** also pursuing similar technologies to enhance AI model inference by moving vector data from **DRAM** to **SSD** [1][6]. - Huawei's innovations in **SSD storage** include the **DOB (Die on Board)** stacking packaging technology, which allows for ultra-high density and capacity hard drives, with a projected single disk capacity of nearly **256TB** by **2025** [1][7]. - The self-developed **HiSilicon** SSD controller chips, **Hi 1,812** and **Hi 1,822**, are crucial for managing data read/write processes, improving long-term read/write speeds, and extending hard drive lifespan, which is vital for AI development [1][7]. Additional Important Content - The development of AI necessitates higher data storage requirements, with **SSD** being essential due to its ability to retain data integrity after power loss, making it a critical component of AI systems [4][8][9]. - The **"storage instead of computing"** approach enhances AI model inference by pre-storing intermediate computation results on SSDs, thus reducing real-time computation demands and improving system memory capabilities [5][12]. - Huawei's position in the storage industry is significant, as it not only develops its technology but also promotes it through agents like **Tianyuan Dike** and **Jinhua Wei** [10]. - Key technologies and companies to watch in the hardware space include **ACG controller chips** and high-density SSD control chips, with companies like **Hongrida** benefiting from cooling solutions for these technologies [11]. Future Directions - The future of storage technology is moving towards **"storage instead of computing,"** emphasizing memory capabilities to enhance computational efficiency, a direction that is being pursued globally by various enterprises [12][13].

SK 海力士表示，本季度营收和营业利润均超越了去年第四季度最高业绩，创下了季度业绩历史新高。 公司又表示："DRAM 业务领域，全面扩大了 12 层 HBM3E 产品销售，NAND 闪存各应用领域的销售 增加。凭借面向 AI 的存储器领域业界最高水平的竞争力和以盈利为导向的经营活动，延续了良好业绩 趋势。" IT之家 7 月 24 日消息，SK 海力士今天（7 月 24 日）公布了 2025 财年第 2 季度（截至 2025 年 6 月 30 日）报告，营业收入为 22.232 万亿韩元（IT之家注：现汇率约合 1152.28 亿元人民币），同比增长 35%、环比增长 26%。 SK 海力士表示："随着全球大型科技公司积极投资人工智能（AI）领域，面向 AI 的存储器需求持续增 长，公司的 DRAM 和 NAND 闪存出货量均超出预期，由此创下了历史最高业绩。" 在该财季中，营业利润为 9.2129 万亿韩元（现汇率约合 477.5 亿元人民币），同比增长 68%、环比增 长 24%。此外 2025 财年第二季度净利润为 6.9962 万亿韩元，营业利润率为 41%，净利润率为 31%。 得益于此次业绩成果， ...