In the vast landscape of the semiconductor industry, storage chips have always played a key role as a barometer. Currently, an epic reversal that is shaking the industry is underway. Driven by the explosive growth of AI computing power, accelerated domestic substitution, and the restructuring of supply and demand patterns, the global storage market is like a waking giant, confidently stepping into a new super cycle. According to authoritative data, the global storage chip market is expected to exceed $200 billion in 2024. Meanwhile, the demand for AI servers is surging at an astonishing annual growth rate of 62%, completely overturning the traditional market landscape.
As we enter April 2025, the strong signals of industry recovery are becoming increasingly evident. Major international storage chip giants like Micron and Samsung have announced price increases, a collective action that has stirred up significant waves in the market. The speed of recovery is far exceeding expectations, and in this fierce global competition, the Chinese storage sector is making remarkable strides, aggressively seizing technological heights and showcasing the strength of China to the world. After in-depth research and statistics, here are the six core companies with the most outstanding growth rates, demonstrating strong development potential and unique advantages in the storage chip field.
1. Demingli: Net profit surged by 1302.30%
As a disruptor in the main control chip field, Demingli has successfully achieved mass production of the domestically produced SSD control chip TW6501, a significant achievement. It possesses full-stack independent capabilities, with complete in-house development from the main control chip to firmware algorithms, which not only solidifies the foundation for corporate development but also ensures that the gross margin of storage modules steadily exceeds 40%. Strategically, Demingli is making significant strides, successfully penetrating the data center market with enterprise-grade SATA SSDs, and plans to tape out PCIe 5.0 chips within the year, showcasing strong development potential and determination.
2. Shanghai Beiling: Net profit growth of 756.82%
As a leader in analog chips, Shanghai Beiling has successfully broken the overseas monopoly in the DDR5 memory SPD chip field, securing a place for domestic industry development. In the automotive-grade sector, its 2kbit – 2048kbit full series EEPROM has successfully passed AEC – Q100 certification, achieving a significant breakthrough. Meanwhile, the NOR Flash product line has completed domestic substitution and is accelerating penetration into the industrial market, demonstrating a strong trend of comprehensive development across multiple fields.
3. Puran Co., Ltd.: Net profit growth of 705.74%
Puran Co., Ltd. is known as the king of low power consumption, with its 40nm NOR Flash standing out among peers due to its excellent cost advantage, achieving full coverage in automotive-grade products. In terms of process innovation, as the first domestic company to adopt SONOS technology, its 128Mbit large-capacity chip has achieved mass production. In the EEPROM market, Puran Co., Ltd. is strong, ranking among the top five globally, and its DDR5 SPD chips have achieved bulk supply, making it an undisputed hidden champion in the industry.
4. Allwinner Technology: Net profit growth of 626.15%
Allwinner Technology is hailed as the brain of AI terminals, with its octa-core robot chip MR527 achieving mass production, capturing over 40% market share in the vacuum cleaner market. In the automotive electronics sector, Allwinner Technology has also performed impressively, successfully penetrating leading automotive companies with its intelligent cockpit solutions, and its AR – HUD technology is leading the industry. In terms of storage collaboration, the combination of its main control SoC + storage chip has shown significant effects, with a steadily increasing penetration rate in the smart hardware sector.
5. Gigadevice: Net profit growth of 584.21%
Gigadevice is a versatile player in storage, with its NOR Flash products ranking second in the global market, and its automotive-grade MCU holding a dominant position in the domestic market. In terms of ecological layout, Gigadevice has meticulously constructed a “storage + MCU + sensor” triangle, further strengthening its power management field through the acquisition of Saisan. In application scenarios, the storage usage in smart vehicles can reach as high as 150GB, and the number of industrial IoT devices is growing at an annual rate of 35%, providing strong support for Gigadevice’s continued development.
6. Tongfu Microelectronics: Net profit growth of 299.90%
Tongfu Microelectronics has earned the title of king of packaging and testing, being the fourth largest packaging and testing factory globally, handling 80% of AMD’s orders. In terms of technological breakthroughs, Tongfu Microelectronics has excelled, becoming the first domestic company to trial HBM2 technology, with advanced packaging revenue accounting for over 70%. Strategically, Tongfu Microelectronics has precisely positioned itself, successfully binding with AI chip giants like AMD and NVIDIA, becoming a core supplier in computing power infrastructure and occupying an important strategic position in the industry.
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Disclaimer: This article does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Please read carefully; the market has risks, and investment decisions should be based on rational independent thinking.