Sun Gang, Secretary General of the Data Storage Professional Committee of the China Electronics Industry Standardization Technology Association, said that with the rapid explosion of artificial intelligence, storage has been upgraded to a key infrastructure for AI. He said that the scale of domestic token calls is growing rapidly. Statistics show that by the end of 2025, the average number of daily domestic token calls exceeded 100 trillion dollars, and in March of this year, this value had already exceeded 140 trillion yuan. Emerging applications such as AI short videos continue to increase token consumption, and market demand is exploding. The original manufacturing cycle for memory chips is 18 to 24 months. According to public opinion, the tight supply and demand situation in the storage industry may continue until 2027 to 2028, and the storage supercycle may continue for a long time.

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