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On November 12, at the 2026 IC China industry conference, Luo Xiaodong, Vice President of ChangXin Technology, noted that memory demand has entered an "era of stratification," with needs diverging significantly across market segments. Currently, the server market accounts for more than 50% of demand, with appetite for high-end storage and high-performance chips continuing to grow. In the automotive market, storage capacity per vehicle is steadily increasing, and demand for automotive storage and automotive-grade chips is projected to grow at a compound annual rate of approximately 30% through 2030. He urged the industry to move beyond the conventional mindset of focusing solely on capacity and speed, and instead optimize memory across five core dimensions: capacity, bandwidth, write rate, access granularity, and latency.
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