開催挨拶

The AI Arms Race Is Upon Us!

As we progress through 2026 and into 2027, a Nearline Exabyte shortfall exceeding 200EB has compelled major data center operators to rapidly pivot to secure alternative supply for near- and mid-term AI infrastructure deployments. At the same time, accelerated and, in some cases, abrupt expansions of AI-related investment by leading companies have driven unprecedented levels of expenditures across critical hardware components, including NAND.
This surge in demand, concentrated within a compressed timeframe, has intensified competition for available supply and redirected capacity away from other end markets. Concurrently, the industry is experiencing historically significant pricing increases, which dwarf the Thailand floods era as it relates to price increases, creating a highly dynamic and uncertain operating environment. Both NAND suppliers and their customers are working diligently to manage supply continuity, cost pressures, and evolving demand dynamics during this period of exceptional market volatility.

Updated Storage (HDD and SSD) Market Outlook

2025年のHDD市場は、台数ベースでは前年比微減となったものの、金額ベースでは25%超の力強い成長となった。 その背景には、NLドライブ需要拡大および1台あたりの大容量化に伴う平均単価（ASP）の上昇がある。 2026年に入ってからも、NLドライブは引き続き堅調な増加基調を維持しており、ハイパースケーラーを中心としたデータセンターからの市場要請が衰える兆しはない。 本セミナーでは、NLドライブを軸としたHDD市場の足元の動向から、中長期的な展望まで、幅広く解説いたします。