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DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development
What happened
DIGITIMES observes that as large language model (LLM) and agentic AI development become increasingly widespread, this is not only driving significant growth in data center CPU demand but also a sharp surge in key-value cache (KV cache) storage requirements. As DRAM and HBM capacity face severe supply shortages, demand for data center SSDs is rising rapidly, which establishes three key directions for SSD development. The source provides no specific figures, dates, or manufacturer information.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
Source and time
Source: DigiTimes Asia · 11/6/2026 · View original source
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