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With accelerated rollout of the USB4.0 standard, full-scale adoption of Type‑C interfaces in consumer electronics and industrial control equipment, and the advancement of 8K high-definition driven by HDMI 2.1, a device’s "interface capability" has become a core competitive factor for products. Meanwhile, continuously rising PD fast-charging power and ESD (electrostatic discharge) protection evolving from an optional feature to a standard design for industrial equipment have greatly increased the complexity of interface chip selection.

Against the backdrop of supply chain security and independent controllability, the market share of domestic storage chip brands keeps rising. A growing number of equipment manufacturers are switching core materials to domestic solutions. However, "adopting domestic products" is only the first step. The real challenge lies in "stable operation, reliable supply, and responsive after-sales support when problems arise".

In recent years, AI computing terminals, intelligent robots, edge computing boxes and other devices have rapidly penetrated into industrial, security, medical, retail and other scenarios. Unlike traditional "perception-transmission" devices, AI terminals need to complete high-load tasks such as local model inference, image analysis and log retention, imposing far higher requirements on the bandwidth, latency and stability of the storage subsystem than consumer electronics.

The global computing and semiconductor supply chain landscape is undergoing continuous transformation. From core components to computing services, the industry is placing significantly higher demands on supply chains in terms of traceability, controllability, and substitutability.