Recently, artificial intelligence (AI) technology has garnered considerable attention, primarily due to its substantial demands for electricity, water, and graphics cards. Nevertheless, its significant influence on the storage market is frequently disregarded. At present, prices for memory and storage products have been on an upward trajectory for several consecutive weeks, and this trend is projected to persist until 2026.

The global storage market is currently undergoing a profound transformation, fueled by the burgeoning demand for AI. AI servers necessitate considerably greater storage capacity and performance in comparison to traditional servers, thereby expediting the evolution of storage technologies.

Simultaneously, shifts in the supply-demand dynamics within the storage market have triggered a surge in product prices, initiating an upward cycle. The capacity in both the DRAM and NAND sectors has become increasingly constrained. Meanwhile, the growing integration of AI applications has spurred a substantial increase in storage demand for data centers.

Furthermore, domestic storage companies have made notable strides in terms of market share and technological prowess. This has accelerated the localization process, presenting fresh opportunities for the industry.