GenstorAIge Chairwoman & CEO Sun Dan Speaks at Flash Memory Summit

March 27, 2026, Shenzhen — At the annual China Flash Memory Summit (CFMS), GenstorAIge Chairwoman and CEO Sun Dan was invited to attend and engaged in a highly anticipated on-stage in-depth dialogue with Phison CEO Pua Khein-Seng. In this speech themed "Storage: The HALO of the AI Era," Sun Dan brought a fresh perspective to the storage industry amidst the AI wave with her unique industry insights.

 

SCS: The Three Carriages of Data Infrastructure

 

When CEO Pua Khein-Seng invited Sun Dan on stage during his speech to discuss the future of storage, she clearly defined GenstorAIge's unique positioning.

She proposed that GenstorAIge is not just a storage vendor, but SCS—Storage, Connectivity, and Solution—the "three carriages of data infrastructure."

This concise and powerful expression quickly impressed the audience with GenstorAIge's core competitiveness: the only company in China with both storage and connectivity capabilities, the most comprehensive NAND adaptation in the market, and the most complete product portfolio.

 

The Agent Inflection Point: Data Never Sleeps

 

From Sun Dan's perspective, the agent inflection point has arrived, and data is entering a "never sleeps" era.

With the explosion of OpenClaw, agents operate 24/7, proactively triggering tasks and never resting.

In the past, data stopped when people slept; now, 'OpenClaw' stays awake for us, and data actually grows while we sleep. Data growth is the only certainty!

 

Storage is the True "HALO" of the AI Era

 

 

In Sun Dan's view, while Wall Street debates the "HALO trade" (heavy assets, low obsolescence), storage is precisely the physical asset that should be most revalued in the AI era. She redefined the meaning of HALO:

 

Hardware — Hardware capacity

Always Needed — Always needed

Longevity — Data longevity

Optimal — Optimal track

 

"AI can disrupt software, but it cannot disrupt storage," Sun Dan pointed out in her presentation. "Because an agent's memory needs a place to live."

The hardware industry chain will experience ripple effects that reshape the industry landscape, and storage is the core beneficiary of this transformation.

Sun Dan concluded her sharing on the big screen with one sentence: "In the most uncertain era, the most certain track—data storage."

 

 

Highlight: A "Crosstalk" Duo with CEO Pua Khein-Seng, Strong Alliance of Old Friends

 

GenstorAIge Chairwoman Sun Dan (right) and Phison CEO Pua Khein-Seng (left)

 

The most captivating moment of the entire dialogue was the innovative on-stage interaction between old friends GenstorAIge Chairwoman Sun Dan and Phison CEO Pua Khein-Seng.

Mr. Pua dedicated a segment of his speech to introducing Sun Dan, and the two engaged in an in-depth discussion on the future of storage.

 

As a senior industry leader, Mr. Pua highly praised GenstorAIge's development and revealed that the two parties are engaged in deep cooperation in areas such as enterprise SSDs and AI storage solutions.

The genuine interaction between the two old friends not only showcased their deep industry friendship but also sent a clear signal to the outside world: GenstorAIge is building a new storage ecosystem with industry chain partners with an open attitude.