With the rapid development of artificial intelligence AI technology, AI infrastructure has become a key force to promote industry progress, and storage manufacturers have opened a fierce card war for AI infrastructure in 2025. This competition is not only about technical strength but also about future market dominance.
What are the current demand growth and market trends for AI infrastructure? According to research by TrendForce Consulting, the global AI server market has grown rapidly since 2023, and it is expected that AI servers will account for more than 15% of overall server shipments by 2025. This trend shows that the demand for AI infrastructure is continuing to rise, and storage vendors must quickly deploy to meet the market's demand for high-performance, high-capacity storage solutions.
In order to cope with the "AI infrastructure" card war, what are the technical layout and competitive strategies of storage manufacturers?
In order to meet the high bandwidth needs of AI training and reasoning, storage manufacturers have increased their investment in research and development of high-performance storage technology, in order to achieve a breakthrough in high-performance storage technology. For example, HBM (high bandwidth memory) and DDR5 memory chips become key components of AI servers. In early 2025, storage giants such as Samsung, SK Hynix and Micron all said they would continue to expand HBM production. SK Hynix, with its HBM product line, achieved a surge in revenue in 2024, and its operating profit hit a record high.
Develop the main control chip with low self-made power consumption and high process. In the era of AI, the energy performance of storage products has become a key competitive point. Manufacturers such as Kaixia have also begun to develop low-power technology while promoting large-capacity storage. In addition, the manufacturing process of flash memory master chip is also constantly improving, from 6nm to 5nm or even 3nm, high process chip has become a new highland for storage manufacturers to compete.
Ai-dedicated storage solution. With the diversification of AI applications, storage vendors have begun to introduce dedicated storage solutions for AI scenarios. For example, Sensetime's SenseCore facility provides powerful infrastructure support for AI model training through efficient data management and computational resource optimization
Analyze the competitive landscape and future prospects of AI infrastructure in the current market
Self-developed chip trends for cloud service providers. In addition to traditional hardware vendors, cloud service providers are also actively deploying AI infrastructure. Companies such as AWS, Google, and Microsoft have increased their efforts to develop their own ASics (application-specific integrated circuits) to be more cost effective and meet the needs of specific AI applications. This trend indicates that the future AI infrastructure market will pay more attention to hardware and software collaborative optimization.
High efficiency and cost effectiveness of AI models. Emerging AI companies such as DeepSeek are reducing their reliance on hardware by developing more efficient models, such as distillation models. This technological advancement will force end customers to evaluate their AI infrastructure investments more critically, driving the entire industry toward cost-effective development.
What are the differences among storage vendors?
In the fierce market competition, storage vendors need to stand out through differentiated competition. For example, domestic storage vendors have shown strong competitive advantages in the small and medium capacity storage space, especially in working with leading AIoT customers. This cooperation model not only improves product quality, but also provides manufacturers with a stable supply chain and flexible production capacity.
In 2025, the market competition for AI infrastructure has been in full swing. Storage manufacturers are actively positioning this emerging market through technological innovation, product optimization and differentiated competitive strategies. As AI technology continues to evolve, storage vendors need to not only meet today's high-performance needs, but also prepare for future AI applications. This card battle is not only a technical contest, but also a competition for future market dominance.
