Guangfa Securities: AI Reasoning Context Storage Platform Favors SSD

Guangfa Securities research report pointed out that extended context and multimodal interactive applications significantly increase the demand for KV Cache storage. The demand for high-bandwidth, large-capacity SSDs for AI workloads will continue to grow, and the market space for SSDs used in AI servers and AI inference will further expand. It is recommended to pay attention to core beneficiaries in the industry chain.