Storage chips are the second largest sector in the chip industry, following logic chips such as CPUs and GPUs. Since 2025, Micron Technology has led the price increase trend for storage chips, and in September of this year, SanDisk announced a price increase of over 10% for all channels and consumer customers. This adjustment is primarily due to the strong demand for flash memory products driven by AI applications and IDC.Driven by large additional orders from several hyperscale cloud vendors for enterprise-grade NAND solid-state drives (eSSD), the total order volume has reached an astonishing tens of exabytes (1 exabyte = 1 billion GB). These orders are shifting NAND supply from consumer markets such as personal computers and smartphones to enterprise markets. Reports suggest that this may lead to a shortage of NAND chips in the second half of next year. NAND prices are likely to continue rising in the fourth quarter, especially in the enterprise sector, and this favorable situation is expected to last until 2026.
This article selects six companies that are deeply invested in both storage chips and artificial intelligence for shared research.
Special statement: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
First Company: Xiechuang DataSubfield: NVIDIA Concept, Computing Power LeasingStorage Chips: The company focuses on storage controller chips and enterprise SSD solutions. Its subsidiary, Xiechuang Chip (Shanghai) Co., Ltd., has completed the tape-out of several controller chips and is in the customer verification stage, with mass production expected by the end of 2025.Artificial Intelligence: In the field of artificial intelligence, the company has launched a full ecosystem of smart cameras, smart health wearables, robotic vacuum products, and storage-related devices with video storage and data analysis capabilities, centered around smart home IoT.Company Highlights: Xiechuang Data’s subsidiary, Aojia Software, has obtained a high-level certification as an NVIDIA CLOUD PARTNER, qualifying it for collaboration with NVIDIA.Second Company: Wanrun TechnologySubfield: Chip Concept, SensorsStorage Chips: Wanrun Semiconductor has formed a product matrix primarily consisting of solid-state drives (SSD) and embedded storage (eMMC), while also adding DRAM memory module products based on market demand and its own situation.Artificial Intelligence: The company’s subsidiary, Yiwang Wireless, is accelerating the transformation and upgrading of its customer structure, enhancing deep cooperation with leading companies such as iFlytek, Alibaba, and Vipshop through tool support and training empowerment, significantly improving output efficiency in the process of introducing AIGC technology.Company Highlights: Wanrun Semiconductor showcased its core storage products and solutions at the 2025 Shanghai World Mobile Communications Conference. The company’s storage products can be applied in various storage application scenarios, including smart terminals, network communication devices, industrial control, and automotive applications.Third Company: Allwinner TechnologySubfield: IoT, Automotive ElectronicsStorage Chips: The company has developed its own eMMC controller chip, and its chips support various storage interfaces, providing customized solutions for embedded systems, IoT devices, and many other fields.Artificial Intelligence: The company has implemented a complete large model access suite based on the Doubao visual large model and DeepSeek language large model API on the V821 platform, enabling rich capabilities such as language interaction and image recognition.Company Highlights: The company quickly responds to user needs by combining a chip product suite consisting of SoC, PMU, WIFI, ADC, etc., with support from an intelligent technology service platform, providing high-quality, low-cost smart chips and solutions.Fourth Company: Beijing JunzhengSubfield: OLED, Smart HomeStorage Chips: The company is a global leader in “computing + storage + analog” chips, providing high-performance, low-power computing chips, high-quality, high-reliability storage chips, and a variety of high-specification analog chips for automotive electronics, industrial medical, AIoT, and smart security markets.Artificial Intelligence: The company’s innovative CPU with independent intellectual property rights, low power consumption, and audio-video multimedia technology has integrated the Doubao cloud large model in its new version of software.Company Highlights: The company became a global leader in automotive storage chip supply by successfully acquiring the American ISSI (Integrated Silicon Solution Inc.), which possesses core technologies and market shares in automotive-grade storage chips such as SRAM, DRAM, and Nor Flash.Fifth Company: Bojie Co., Ltd.Subfield: High-end Equipment, Machine VisionStorage Chips: The company provides key testing equipment, dicing machines, and inspection solutions for the semiconductor industry. Its ATE testing machines can be used for testing analog chips, and dicing machines are also applied in the semiconductor packaging and cutting process, including analog chips.Artificial Intelligence: The company’s self-developed industrial AI vision algorithm platform is now widely used in various AOI inspection equipment developed by the company, including touch glass, automotive capacitors, and industrial CT.Company Highlights: The company’s liquid cooling testing equipment began orders with NVIDIA two years ago and has achieved shipments. The company’s data cloud services and AI server business continue to grow, with NVIDIA’s annual orders expected to see rapid growth.Sixth Company: Zhongdian PortSubfield: Consumer Electronics, Smart GridStorage Chips: The company is an authorized distributor for international chip giants such as NVIDIA, AMD, and Qualcomm, focusing on AI server chips (such as NVIDIA H100 GPU) and storage chips (Micron, Yangtze Memory Technologies). Artificial Intelligence: The company continues to deepen design chain services through the “Firefly Workshop,” launching multiple AI smart modules and development boards, among which the edge AI application development board based on Qualcomm chips won the “Innovation Award” at the China Electronic Information Expo.Company Highlights: The subsidiary Sinic is an authorized distributor for the entire product line of Huawei HiSilicon, entering the hardware support market for robots, providing core components for the new generation of AI-driven robots.
Statement: This article is based on publicly available internet information. If there are any errors, please refer to the latest information. This article does not constitute any investment advice, guidance, or commitment, and is for academic research only. The market has risks, and investment should be cautious.