🔥36氪•Freshcollected in 11m
Storage Boom Fueled by AI Demand
💡AI surge boosts storage stocks—key for cheaper GPU memory in training
⚡ 30-Second TL;DR
What Changed
Storage sector in high-prosperity due to AI
Why It Matters
Signals sustained demand for AI infrastructure memory, potentially stabilizing supply costs for data centers.
What To Do Next
Evaluate Jiangbolong NAND suppliers for upcoming AI training cluster builds.
Who should care:Enterprise & Security Teams
🧠 Deep Insight
AI-generated analysis for this event.
🔑 Enhanced Key Takeaways
- •Jiangbolong (Longsys) has significantly expanded its enterprise-grade SSD portfolio, specifically targeting high-capacity requirements for AI training clusters and data center infrastructure.
- •The company's recent financial performance reflects a strategic shift toward high-margin embedded storage products, moving away from reliance on consumer-grade flash memory modules.
- •Jiangbolong is actively integrating advanced packaging technologies, such as 3D NAND stacking and CXL (Compute Express Link) interfaces, to address the latency bottlenecks inherent in large-scale AI model inference.
📊 Competitor Analysis▸ Show
| Feature | Jiangbolong (Longsys) | Micron Technology | Samsung Electronics |
|---|---|---|---|
| Primary Focus | Embedded/Enterprise Storage | High-Bandwidth Memory (HBM) | Full-stack NAND/DRAM/HBM |
| AI Strategy | Enterprise SSD/CXL focus | HBM3E for GPU acceleration | Vertical integration for AI |
| Market Position | Specialized Module Maker | Tier-1 Memory Manufacturer | Global Market Leader |
🛠️ Technical Deep Dive
- Implementation of CXL 2.0/3.0 protocols to enable memory pooling and expansion for AI server architectures.
- Utilization of high-layer 3D NAND (232-layer and beyond) to increase storage density per rack unit.
- Deployment of proprietary firmware algorithms optimized for high-IOPS (Input/Output Operations Per Second) workloads typical of LLM (Large Language Model) training datasets.
- Integration of advanced thermal management solutions to maintain performance stability during sustained high-throughput AI data processing.
🔮 Future ImplicationsAI analysis grounded in cited sources
Jiangbolong will increase R&D expenditure on CXL-based memory expansion modules by at least 20% in 2026.
The industry shift toward disaggregated memory architectures for AI requires specialized hardware that Jiangbolong is currently prioritizing to maintain competitive parity.
Enterprise-grade SSD revenue will account for over 40% of Jiangbolong's total revenue by year-end 2026.
The company's strategic pivot toward high-margin data center storage is designed to capture the sustained demand from AI infrastructure build-outs.
⏳ Timeline
2017-04
Longsys (Jiangbolong) completes the acquisition of Lexar from Micron Technology.
2022-08
Jiangbolong officially lists on the Shenzhen Stock Exchange (ChiNext).
2023-11
Company launches its first enterprise-grade SSD series specifically optimized for data center applications.
2025-03
Jiangbolong announces mass production of high-capacity embedded storage solutions utilizing advanced 3D NAND technology.
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Original source: 36氪 ↗