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Multi-source AI news clustered, deduplicated, and scored 0–100 across authority, cluster strength, headline signal, and time decay.

  1. RESEARCH · 36氪 (36Kr) 中文(ZH) ·

    Institutions: Top 5 Enterprise SSD Brands Revenue Exceeded $18.46 Billion in Q1, Reaching a New High

    In the first quarter of 2026, the top five Enterprise SSD brands experienced a significant revenue surge, exceeding $18.46 billion. This growth was driven by the increasing adoption of AI Agent services and robust demand from Cloud Service Providers (CSPs). The market faced a supply-demand imbalance, with suppliers' inventory levels reaching historic lows, leading to production struggling to keep pace with order growth and a substantial 80% increase in contract prices. AI

    IMPACT Accelerates demand for high-performance storage infrastructure crucial for AI workloads.

  2. RESEARCH · 36氪 (36Kr) 中文(ZH) ·

    Shannon Core Innovation: Hypro Storage's revenue is expected to grow significantly in 2026

    Shannon Xinchuang, a partner of SK Hynix, is experiencing strong demand for its enterprise SSDs, having completed validation and achieved significant sales with major domestic computing power equipment manufacturers. The company anticipates substantial revenue growth for its self-developed brand, Haipu Storage, by 2026, driven by the current high demand and supply shortage in the memory chip market. Shannon Xinchuang plans to continue its "distribution + product" strategy, focusing resources on Haipu Storage. AI

    IMPACT Anticipated growth in enterprise SSDs and storage products could support increased AI infrastructure build-out.