At present,memory chip manufacturers are devoting themselves to the production of the third generation high bandwidth memory(HBM3E).This kind of ultra-high-speed memory specially designed for GPU and AI accelerator is widely used in AI training and reasoning,which leads to the continuous shortage of server DRAM capacity.At the same time,Google,Microsoft and other technology giants have expanded reasoning-based AI services,further pushing up the demand for server DRAM.
 

Under this trend,the global storage market pattern is undergoing profound changes.Micron even closed the 29-year-old consumer-grade brand Yingruida.Although this move is a strategic choice for storage giants to transform into high value-added fields,it unexpectedly opens the door for China storage enterprises to enter the global market.
 

Faced with the double pressure of price increase and supply shortage,global machine manufacturers began to actively expand the diversity of supply chain.Hewlett-Packard has started the qualification examination of China memory suppliers.Although it may not be a large-scale purchase in the short term,completing the"qualification certification"means that China storage enterprises have officially entered the vision of the international mainstream supply chain.The memory chip itself has strong commodity properties and high substitutability between models.End users pay more attention to stable performance and reasonable price than the specific source of particles.This has created opportunities for China storage enterprises:in addition to Samsung,Micron and other giants,they will cut into the"make-up"market with cost-effective products and gradually establish global competitiveness.
 

Industry analysis predicts that the current imbalance between supply and demand may continue until 2028.During this period,domestic DRAM is expected to use this window to steadily expand its influence in the global market.