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As domestic substitution accelerates, why does the "original manufacturer first-tier distributor" channel hold increasing value?
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".202609-10More+ -
AI Computing Terminals Surge: Why Are Industrial-Grade Memory Chips Becoming Essential?
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.202609-10More+ -
Opportunities with High Certainty for Domestic Substitution of Storage Chips Amid Evolving Computing Power Supply Chain Rules
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.202609-08More+
