# 存储 · 日跟踪 · 2026-10-08

> 日期：2026-10-08（Asia/Shanghai，周四）。专题正文：`intel/topics/storage.md`。原料：`/workspace/intel/archive/2026-10-08/`（窗口 10-07 早报后→10-08 早）；对照 2026-10-07 日跟踪。抓取：Saved 276 / skipped 27 / errors 44；blocked_hosts：community.hpe.com、docs.redhat.com、e.huawei.com、support.huawei.com、www.reddit.com、www.sangfor.com（**blocksandfiles.com / www.nextplatform.com 本日恢复**；theregister 仅首页标题壳）。全库新增 URL 26 个。

## 摘要
- **中强 NEW · 介质供给续紧：** Micron FY26 Q4 NAND $14.1B（6.2×，增速最快）；五家存储芯片商过去一年 **$483.7B**（B&F 汇总）；**Seagate 2026 HDD 产能售罄**、Toshiba 菲律宾扩产约 $380M（65TB 级 2030 量产目标）、Seagate/Toshiba 争购 TDK 磁头（Bloomberg，TDK 称未决）——**媒体报道/汇总**。
- **中 NEW · Dell AI Data Platform：** PowerScale **单集群 500 租户** + NFS mTLS + 租户级 RBAC（**2026-11**）、**Azure 全托管 PowerScale 已上线 US East**、语义层/知识图谱（2027 H1）；Nasuni Operational File Data Platform；IBM FCM5 以 Everspin MRAM 替代超级电容（腾出空间放更多 NAND）。
- 轻：RH KB「ODF v4.19 升级至 CNPG 后清理 noobaa-db-pg 残留」（标题级）。
- **规划读法：** 2027 节点 BOM 的闪存/近线盘不能按历史价外推；文件服务多租户（500 租户/集群级）将成对比项。

## 原文摘录

### Blocks&Files · Almost half a trillion dollars sucked up by memory industry（10-05；媒体汇总）
- 归档：`industry/almost-half-a-trillion-dollars-sucked-up-by-memory-industry-f5f21942.txt`
- URL：https://www.blocksandfiles.com/flash/2026/10/05/almost-half-a-trillion-dollars-sucked-up-by-memory-industry/5301040

> So much so that its has made a total of $483.7 billion dollars in the past year.  

### Blocks&Files · Distant third HDD maker Toshiba spending $380 million to catch up（10-06；媒体报道）
- 归档：`industry/distant-third-hdd-maker-toshiba-spending-380-million-to-catch-up-ec580925.txt`
- URL：https://www.blocksandfiles.com/disk/2026/10/06/distant-third-hdd-maker-toshiba-spending-380-million-to-catch-up/5301322

> HDD demand currently is greater than supply, with Seagate's 2026 manufacturing capacity sold out and both Seagate and WD having signed long-term supply agreements with major customers…  

### Blocks&Files · Dell upgrades AI Data Platform（10-06；厂商通稿的媒体报道）
- 归档：`industry/dell-upgrades-ai-data-platform-to-serve-better-data-faster-to-gpu-ai-c-a8669ef9.txt`
- URL：https://www.blocksandfiles.com/ai-ml/2026/10/06/dell-upgrades-ai-data-platform-to-serve-better-data-faster-to-gpu-ai-compute/5301384

> Its improving the PowerScale file storage applicability to that data estate by increasing its tenant capability to 500 tenants per cluster and also providing a fully-managed, cloud-native version of PowerScale for Microsoft’s Azure public cloud.  
> The multi-tenancy features mTLS over NFS to encrypt and authenticate file traffic and granular role-based access control for managing each tenant.  
> Dell PowerScale security and multi-tenancy enhancements will be available in November 2026.  

### Blocks&Files · IBM using Everspin MRAM in 5th gen FlashCore Modules（10-05）
- 归档：`industry/ibm-using-everspin-mram-in-5th-gen-flashcore-modules-1f2a3201.txt`
- URL：https://www.blocksandfiles.com/flash/2026/10/05/ibm-using-everspin-mram-in-5th-gen-flashcore-modules/5300966

> IBM’s gen 5 FlashCore Modules use Everspin MRAM instead of capacitors to protect against data loss from power failures.