Omdia: AI drives the increase in demand for the storage market.

According to the Zhitong Finance and Economics APP, Omdia stated in an article that the storage product market has always accounted for about 25% of the total semiconductor revenue, and its supply and demand and prices have always shown high volatility. The growth trend of this market usually has a significant impact on the overall revenue structure of the semiconductor industry. For example, in the early 2000s, DRAM - as the largest category in the storage product market - achieved the only three consecutive years of year-on-year growth. In the more than twenty years since then, the DRAM market has only experienced three instances of consecutive two-year revenue growth.