人工智能存储系列报告一：AI拉动需求增长存储大周期方兴未艾

国信证券2025-12-09

存储系统：系统构成与分类。1）系统构成：AI存储系统主要分为网络端存储和本地端存储，其中网络端存储主要存放冷数据，主要由HDD和SSD存储；本地端存储主要存放热数据和温数据，主要由HBM、DRAM、本地SSD存储。2）存储分类：存储主要可以分为“易失性”的Memory和“非易失性”的Storage，其中Memory主要包括DRAM和HBM，优势为速度快；Storage主要包括SSD和HDD，优势为...

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人工智能存储系列报告一：AI拉动需求增长 存储大周期方兴未艾

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人工智能存储系列报告一：AI拉动需求增长存储大周期方兴未艾