Concept of Storage Chips: Storage chips are semiconductor hardware used for storing data and programs, serving as the “memory warehouse” of electronic devices. They can retain information for a long time after power is lost (such as USB drives and solid-state drives) or temporarily store data for quick access by the CPU (such as memory modules).
Core Logic Behind the Rise of Storage Chips: Their prices follow a strong cyclical pattern of “supply-demand-price”. The core logic behind the rising stock prices is that an improvement in the industry supply-demand structure (supply contraction + demand recovery) drives chip prices into an upward cycle, leading to significant improvements in corporate profitability (profits) and valuation.
Recent Factors for the Rise of Storage Chips: On September 18, NVIDIA announced a $5 billion investment in Intel; Micron recently suspended storage chip pricing, with products potentially increasing by 20%-30%. The surge in AI demand and supply constraints continue to elevate the prosperity of the storage chip industry. Information from – “Tonghuashun”
So, who are the major players in the storage chip market that can take advantage of this trend? Below, I will introduce the six major players in the storage chip industry:
1. Zhaoyi Innovation – Leader in NOR Flash
Company Overview: A leading domestic designer of storage chips, primarily producing NOR Flash (code-type flash memory chips) and niche DRAM (memory), while also venturing into MCU (microcontroller) and sensor chips.
Core Competitiveness: Focused on high-growth niche markets (such as NOR Flash and MCU), establishing a strong technological and market leadership position in segmented fields through product line synergy and flexible technological iteration.
2. Jiangbolong – Storage Module Brand and Channel
Company Overview: A well-known domestic storage module brand, with industry storage brand FORESEE and consumer storage brand Lexar, covering SSDs, memory modules, USB drives, storage cards, etc., deeply involved in market competition.
Core Competitiveness: Jiangbolong’s core competitiveness lies in its excellent brand operation and channel capabilities, successfully creating the consumer brand “Lexar” and the industry brand “FORESEE”, deeply integrating chip design, packaging, and firmware algorithms to build an integrated storage module solution.
3. Shannon Semiconductor – Driven by “Agency Distribution + Strategic Layout”
Company Overview: As an important distributor for top storage manufacturers like SK Hynix, its performance is highly correlated with storage price cycles, while also deeply laying out the storage industry chain through equity participation, serving as a highly elastic cyclical barometer.
Core Competitiveness: As a core distributor for international storage giants like SK Hynix, it fully benefits from the fluctuations in storage chip price cycles, while also forming a dual growth driver of “distribution + investment” through strategic investments that deeply bind the upstream of the industry chain.
4. Demingli – Leader in Controller Chip Design
Company Overview: The company focuses on the design of storage controller chips and extends into SSD modules based on this, with high technical barriers, occupying a key position in the domestic SSD industry chain.
Core Competitiveness: Its independent controller chip design capabilities and vertical integration of storage module business achieve a synergistic advantage of technical barriers and scale effects.
5.Shenke Technology – “Packaging and Testing Veteran + Full Industry Chain Layout”
Company Overview: The largest independent memory chip packaging and testing enterprise in China, with strong technical strength, also serving as a storage module supplier for Huawei, maintaining a solid position as a leading player in the sector.
Core Competitiveness: Shenke Technology’s core competitiveness lies in its leading domestic high-end storage chip packaging and testing technology and advanced manufacturing capabilities in collaboration with global giants, building an integrated industrial advantage from packaging to module manufacturing.
6. Baiwei Storage – Storage Modules and Advanced Packaging
Company Overview: Possessing integrated capabilities in chip packaging and module manufacturing, its products are widely used in consumer electronics, IoT, and industrial fields, and it is one of Huawei’s suppliers.
Core Competitiveness: Baiwei Storage’s core competitiveness lies in its full-stack capabilities from storage chip packaging, testing, firmware algorithms to module manufacturing, successfully entering the supply chain of leading customers like Huawei, achieving vertical integration from technology to market.
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