On November 12, 2026, IC China was held in Beijing. Luo Xiaodong, Vice President of CXL Technology, pointed out in his speech that the AI computing power wave is reshaping the storage industry landscape, with the industry super cycle entering the "layered" phase; whether enterprises can cover layered demands with full-stack capabilities has become the key to competition.In his view, the first layer of stratification is reflected in the market structure: se