The global semiconductor industry is recovering, coupled with a surge in demand for artificial intelligence computing power, leading to historic development opportunities in the storage chip sector.Leading international companies such as Micron, Samsung Electronics, and SK Hynix have raised product prices since April this year, with the industry’s recovery speed far exceeding market predictions.
Behind this industrial transformation, there are structural opportunities arising from the reconstruction of supply and demand patterns,as well as a rapid acceleration of domestic substitution processes andAItechnological revolutions leading to explosive growth in storage demand.
As a core barometer of the semiconductor industry,the storage chip industry exhibits significant cyclical characteristics.Currently, in addition to the incremental demand brought by AI servers, technological iterations and the large-scale application of high-end products are driving the reconstruction of industry value. With multiple factors such as gradual inventory digestion, scientific capacity control, and the continuous release of emerging demand, the supply-demand relationship in the industry is evolving positively.
Based on the latest financial reports and industry dynamics analysis,this article outlines six companies in the storage chip sector that have shown significant performance growth.It should be noted that the content of this article is for industry research reference only and does not involve any investment advice.
Sixth Place: Tongfu MicroelectronicsCore Business: Integrated circuit packaging and testing servicesIndustry Position: Leading domestic company in the storage chip packaging and testing field, has completedHBM2high bandwidth memory technology trial productionPerformance Growth:Net profit attributable to shareholders of the parent company is expected to increase by299.90%Technical Advantages: Benchmark enterprise in the domestic packaging and testing industry, ranked fourth among global packaging and testing service providers; deeply bound to international chip giants, undertaking over80%of their packaging and testing orders; possesses cutting-edge technologies such asBumpingwafer bumps,WLCSPwafer-level packaging,FCflip chip, etc.,achieving mass production of 12-inch28nm mobile processor chips, with high-end packaging business accounting for over seventy percent.
Fifth Place: GigaDeviceCore Products: Flash memory chips, storage chips, microcontrollers, and sensor componentsStorage Layout: Focused on niche storage markets, formingNORflash, nicheDRAM,SLC NANDthree major product matricesPerformance Growth:Net profit of the parent company is expected to increase by584.21%Industry Position: A global leader in Flash chip design,with the second largest market share in the SPI NORflash memory market, cumulative shipments exceeding27 billion units; a domestic leader inArmarchitecture32-bitMCUmarket; in 2024, integrating power management chip resources to build“Storage+Control+Sensor“technology ecosystem; products widely used in smart vehicles, industrial automation, and IoT terminals.
Fourth Place: Allwinner TechnologyMain Direction: Smart processorsSoCchips, analog devices, and wireless communication chipsStorage Relation: Storage chips as core components, working in conjunction with main control chips in terminal devicesPerformance Growth:Net profit of the parent company is expected to grow by626.15%Technical Breakthrough: A domestic expert in system-level mixed-signal chip design; high-end octa-coreAIrobot chipMR527achieving large-scale application, assisting multiple clients in developing high-end cleaning equipment with environmental perception and precise positioning functions; deeply cooperating with leading automotive companies to develop intelligent cockpit andAR-HUDin-vehicle intelligent solutions.
Third Place: PuRan Co., Ltd.Core Business: Non-volatile storage chips, microcontrollers, and analog chipsStorage Products: Focused onNORflash andEEPROMtwo major fields, establishing technical advantages in the low-power, small-capacity marketPerformance Growth:Net profit of the parent company is expected to increase by705.74%Innovative Achievements: An important supplier of storage chips in China, the first company to achieveSONOSprocess mass production; completed40nmprocess4Mto128Mfull seriesNORflash product layout, with advantages in low voltage and high cost performance; automotive-gradeNORflash andEEPROMproducts have passedAEC-Q100certification.
Second Place: Shanghai BellingMain Segment: Analog and mixed-signal chipsStorage Layout:EEPROMproduct line covers2kto2048kfull capacity range, supporting diverse packaging formsPerformance Growth:Net profit of the parent company is expected to increase by756.82%Technical Reserves: A leading domestic analog chip design company; applicable to automotive electronicsSPI/MicrowirestandardEEPROMseries andDDR5memorySPDchips have entered mass production stage;NORflash products have completed market introduction.
First Place: DemingliCore Advantages: Self-developed storage module products and main control chipsTechnical Features: Self-developed flash memory main control chips, providing complete storage management solutions, significantly enhancingNANDchip performancePerformance Growth:Net profit of the parent company is expected to surge by1302.30%Industry Breakthrough: A rare full-industry chain storage solution provider in China; building a“Main control chip+Custom algorithms+Scenario services“technical system; achieving full self-research of SATA solid-state drive main control chips,TW6501model products have completed customer verification and mass production.
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