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[Agency: AI SSD procurement capacity is expected to exceed 45EB in 2024] Finance Association, August 12. The latest research report from market research agency TrendForce Jibang Consulting shows that due to the sharp rise in AI demand, AI server-related customers have further requested additional Enterprise SSDs (enterprise solid-state drives) from suppliers in the last two quarters. In order to meet the supply of SSDs in AI applications and accelerate process upgrades, upstream suppliers have begun planning to launch 2YY products, which are expected to be mass-produced in 2025. The agency estimates that AI-related SSD procurement capacity will exceed 45EB this year. In the next few years, AI servers are expected to drive an average annual growth rate of over 60% in SSD demand, while AI SSD demand is likely to increase from 5% in 2024 to 9% in 2025. (From the Science and Technology Innovation Board Daily App)
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