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
Dec 09, 2025

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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