The Great Transformation of Server Storage Chips: How Can Chinese Manufacturers Rewrite the Global Landscape?
发布时间：2026-01-30 14:24:14
When data center servers process petabytes of data 24/7, and when AI large models' demand for storage speed breaks physical limits, storage chips are no longer just simple "data containers" but the core infrastructure determining competitiveness in the era of computing power.
Today, we'll delve into the "hidden battle" of server storage chips: Where is future technology heading? How are Chinese chips evolving from "catching up" to "running alongside"? Which domestic players have already gained the capability to replace international giants?
I. Server Storage Is Undergoing a "Performance Revolution"
The requirements for storage chips in servers have long transcended the初级 stage of "just being able to store data."
Speed needs to be "blazing fast": An AI server card generates data equivalent to 100,000 high-definition movies every day, which ordinary storage chips simply can't handle. That's why HBM (High Bandwidth Memory) has become a hot commodity—with bandwidth over 10 times that of traditional DDR, it's like the "high-speed rail of storage," and is considered a "standard configuration" for NVIDIA H100 and AMD MI300.
Capacity needs to be "large enough": The "appetite" of data centers is expanding at 200% annually. The number of 3D NAND stacking layers has jumped from 128 to 340, and Yangtze Memory Technologies' 270-layer technology can easily fit 1 million novels into a single SSD.
Reliability needs to be "rock-solid": Enterprise data and scientific research results can't afford the slightest mistake. Therefore, server storage chips must pass the "one million hours of trouble-free operation" certification, maintaining zero read-write errors even in extreme environments ranging from -40°C to 85°C.
II. These 3 Technical Directions Will Be Critical in the Next 3 Years
1. HBM Becomes the "Battleground" for High-End Servers
Whoever masters HBM holds the "key" to AI servers. Currently, Samsung and SK Hynix dominate 90% of the market, but ChangXin Memory Technologies has announced a breakthrough in HBM3 technology, with mass production planned for 2026 and bandwidth targeting 819GB/s—meaning domestic AI servers are expected to break free from the "bottleneck" predicament.
2. DDR5 Fully Replaces DDR4
The new-generation DDR5 memory, with a speed of up to 8000Mbps, can handle 32 data streams simultaneously, like upgrading from a "single-lane road" to an "8-lane highway." ChangXin Memory Technologies' DDR5 products have passed tests by Alibaba Cloud and Tencent Cloud, with performance matching international first-tier levels but at a 15% lower price.
3. 3D NAND Charges Toward "Extreme Stacking"
Every additional layer of stacking increases storage density. Yangtze Memory Technologies' 270-layer Xtacking architecture reduces chip area by 30% while boosting read speeds to 14.5GB/s, standing on the same starting line as the latest models from Samsung and Kioxia.
III. Domestic Substitution Is No Longer Just a "Slogan"
In the past, when talking about server storage chips, people would think of Samsung, Micron, and SK Hynix. But now, this "report card" is being rewritten:
Yangtze Memory Technologies: It has "fought its way" in the NAND flash market, with its global market share rising from 0 to 13%, surpassing Kioxia to become the world's third-largest. In Alibaba Cloud's data centers, SSDs equipped with Yangtze Memory Technologies' chips have operated stably for 2 years, with read-write performance comparable to Samsung but at a 20% lower cost.
ChangXin Memory Technologies: Its DDR5 memory products have passed certifications from Intel and AMD, successfully entering the server supply chain. Tests by a leading cloud service provider show that its memory latency is only 3% higher than Samsung's, but the delivery cycle is halved—in the era of chip shortages, this is "hard power."
Industrial Chain Synergy: NAURA's etchers and AMEC's thin-film deposition equipment can already meet the needs of ChangXin and Yangtze Memory Technologies' high-end production lines; module manufacturers like Longsys integrate domestic chips into server-specific SSDs, forming a complete closed loop from "design-manufacturing-packaging-application."
IV. To Server Manufacturers: Don't Miss This "Domestic Opportunity"
If you're a server manufacturer or data center operator, now is the perfect time to embrace domestic storage chips:
Cost Advantage: Domestic chips can help reduce hardware costs by 10%-15% at the same performance level;
Stable Supply: Unaffected by geopolitics, ChangXin and Yangtze Memory Technologies' annual production capacity is expanding at 30%;
Customized Services: Domestic manufacturers are more willing to meet customer needs, such as customizing low-power storage solutions for edge computing servers.
From "usable" to "good to use," and even "more suitable for the Chinese market than international brands," the evolution speed of domestic storage chips has exceeded external expectations.
Perhaps in another 3 years, when we talk about server storage, the names that come to mind will no longer be Samsung or Micron, but Yangtze Memory Technologies and ChangXin Memory Technologies.
Are you ready for this transformation?
Today, we'll delve into the "hidden battle" of server storage chips: Where is future technology heading? How are Chinese chips evolving from "catching up" to "running alongside"? Which domestic players have already gained the capability to replace international giants?
I. Server Storage Is Undergoing a "Performance Revolution"
The requirements for storage chips in servers have long transcended the初级 stage of "just being able to store data."
Speed needs to be "blazing fast": An AI server card generates data equivalent to 100,000 high-definition movies every day, which ordinary storage chips simply can't handle. That's why HBM (High Bandwidth Memory) has become a hot commodity—with bandwidth over 10 times that of traditional DDR, it's like the "high-speed rail of storage," and is considered a "standard configuration" for NVIDIA H100 and AMD MI300.
Capacity needs to be "large enough": The "appetite" of data centers is expanding at 200% annually. The number of 3D NAND stacking layers has jumped from 128 to 340, and Yangtze Memory Technologies' 270-layer technology can easily fit 1 million novels into a single SSD.
Reliability needs to be "rock-solid": Enterprise data and scientific research results can't afford the slightest mistake. Therefore, server storage chips must pass the "one million hours of trouble-free operation" certification, maintaining zero read-write errors even in extreme environments ranging from -40°C to 85°C.
II. These 3 Technical Directions Will Be Critical in the Next 3 Years
1. HBM Becomes the "Battleground" for High-End Servers
Whoever masters HBM holds the "key" to AI servers. Currently, Samsung and SK Hynix dominate 90% of the market, but ChangXin Memory Technologies has announced a breakthrough in HBM3 technology, with mass production planned for 2026 and bandwidth targeting 819GB/s—meaning domestic AI servers are expected to break free from the "bottleneck" predicament.
2. DDR5 Fully Replaces DDR4
The new-generation DDR5 memory, with a speed of up to 8000Mbps, can handle 32 data streams simultaneously, like upgrading from a "single-lane road" to an "8-lane highway." ChangXin Memory Technologies' DDR5 products have passed tests by Alibaba Cloud and Tencent Cloud, with performance matching international first-tier levels but at a 15% lower price.
3. 3D NAND Charges Toward "Extreme Stacking"
Every additional layer of stacking increases storage density. Yangtze Memory Technologies' 270-layer Xtacking architecture reduces chip area by 30% while boosting read speeds to 14.5GB/s, standing on the same starting line as the latest models from Samsung and Kioxia.
III. Domestic Substitution Is No Longer Just a "Slogan"
In the past, when talking about server storage chips, people would think of Samsung, Micron, and SK Hynix. But now, this "report card" is being rewritten:
Yangtze Memory Technologies: It has "fought its way" in the NAND flash market, with its global market share rising from 0 to 13%, surpassing Kioxia to become the world's third-largest. In Alibaba Cloud's data centers, SSDs equipped with Yangtze Memory Technologies' chips have operated stably for 2 years, with read-write performance comparable to Samsung but at a 20% lower cost.
ChangXin Memory Technologies: Its DDR5 memory products have passed certifications from Intel and AMD, successfully entering the server supply chain. Tests by a leading cloud service provider show that its memory latency is only 3% higher than Samsung's, but the delivery cycle is halved—in the era of chip shortages, this is "hard power."
Industrial Chain Synergy: NAURA's etchers and AMEC's thin-film deposition equipment can already meet the needs of ChangXin and Yangtze Memory Technologies' high-end production lines; module manufacturers like Longsys integrate domestic chips into server-specific SSDs, forming a complete closed loop from "design-manufacturing-packaging-application."
IV. To Server Manufacturers: Don't Miss This "Domestic Opportunity"
If you're a server manufacturer or data center operator, now is the perfect time to embrace domestic storage chips:
Cost Advantage: Domestic chips can help reduce hardware costs by 10%-15% at the same performance level;
Stable Supply: Unaffected by geopolitics, ChangXin and Yangtze Memory Technologies' annual production capacity is expanding at 30%;
Customized Services: Domestic manufacturers are more willing to meet customer needs, such as customizing low-power storage solutions for edge computing servers.
From "usable" to "good to use," and even "more suitable for the Chinese market than international brands," the evolution speed of domestic storage chips has exceeded external expectations.
Perhaps in another 3 years, when we talk about server storage, the names that come to mind will no longer be Samsung or Micron, but Yangtze Memory Technologies and ChangXin Memory Technologies.
Are you ready for this transformation?
