[News] Huawei Begins Trials of New Magnetoelectric Storage, Targets Lower-Cost Warm Data Solutions
What happened
According to Yicai, IThome and Cailian Press in a report dated 2026-11-13, Huawei reportedly begins commercial trials of its new data storage system at its Yunshangtun site in Gui'an, Guizhou Province, marking a transition from laboratory validation to testing in real-world customer environments. The system features Huawei's self-developed magnetoelectric disk (MED), which uses electric fields to control magnetism rather than the current-generated magnetic fields used in conventional hard disk drives (HDDs); the technology aims to combine storage costs comparable to magnetic tape with data retrieval capabilities approaching those of HDDs. The trial will target large-scale warm and cold data storage applications, including large language model datasets, media archiving, backup and disaster recovery, and scientific research data. Cailian Press, citing Changjiang Securities, reports that Huawei's solution involves multiple components, including magnetic tape and NAND storage. As background: demand for warm data storage is growing as AI data centers expand; Yicai notes Fujifilm and Sony are among the major magnetic tape suppliers in the international market; Fujifilm plans to invest approximately JPY 10 billion between fiscal 2026 and 2028 to expand its data storage tape production capacity; and Cailian Press, citing Changjiang Securities, reports that the market for warm and cold magnetic data storage is expected to exceed US$20 billion by 2030.
Impact and signal
Affected components and suppliers
Source and time
Source: TrendForce · 11/12/2026 · View original source
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