Recently, the storage chip market has experienced significant price adjustments
SanDisk was the first to announce that starting from April 1, all of its storage products will see a price increase of over 10%
Additionally, SK Hynix’s DDR5 and eMMC storage chips are also showing a general upward trend in prices in the spot market
SanDisk has even hinted that prices may continue to rise in the future. We focus on analyzing key companies in the Chinese storage chip industry, selecting 11 companies that excel in technological innovation and market share for reference and tracking
1. Tongyou Technology: Innovation Leading Enterprise-Level Storage
Tongyou Technology is one of the few storage companies in the industry with multiple independent patent technologies, focusing on providing comprehensive enterprise-level storage system solutions. The company covers full-spectrum R&D from storage chips to complete systems, especially excelling in solid-state storage and data protection technologies. With a strong foundation in the storage field, Tongyou Technology’s products demonstrate unique competitiveness in ensuring data security and enhancing storage efficiency
2. Changdian Technology: A Global Leader in Packaging and Testing
Changdian Technology is the third largest chip packaging and testing service provider globally and the largest in China, widely serving the DRAM, FLASH, and other storage chip fields. As a leader in the packaging and testing industry, Changdian Technology holds a leading position in advanced packaging technologies such as Fan-Out and 2.5D/3D, with its complete packaging solutions securing an important position in the global market
3. Huatian Technology: An Important Player in Local Packaging and Testing
Huatian Technology is one of the top three semiconductor packaging and testing companies in mainland China, with its storage chip packaging technology achieving large-scale production. With years of industry experience and strong production capabilities, Huatian Technology has a competitive advantage in the storage chip packaging and testing field, with its products widely used in various electronic devices, and market demand continuously growing
4. Shannon Semiconductor: A Collaborative Innovator in Storage
Shannon Semiconductor is not only an important player in semiconductor distribution and investment but has also co-founded a holding subsidiary, Haipu Storage, with SK Hynix and Dapu Microelectronics. The company focuses on the design and manufacturing of enterprise-level solid-state drives, having successfully developed core products such as DDR4 and DDR5, and has smoothly entered large-scale production, demonstrating strong market competitiveness
5. Puran Co., Ltd.: Focused on Non-Volatile Storage Chips
Puran Co., Ltd. has been deeply involved in the EEPROM field for many years and is a leading storage chip supplier in China. The company has technological advantages in non-volatile storage chips such as NOR Flash, gradually capturing the domestic market and becoming an undeniable force in the industry
6. Microchip Technology: Breaking Foreign Technology Monopolies
Microchip Technology is a global leader in high-end semiconductor microfabrication equipment manufacturing, with its ICP etching equipment continuously expanding the etchable range of storage chips. With technological breakthroughs in etching and MOCVD equipment, Microchip Technology has successfully broken the technological monopoly of foreign manufacturers, providing important support for domestic semiconductor manufacturing
7. Jiangbolong: Comprehensive Layout of Storage Products
Jiangbolong is the second largest supplier in the global memory card market and the third largest manufacturer in the flash drive market. The company focuses on the R&D of various storage products, covering solid-state drives, memory modules, and more, particularly excelling in the small-capacity storage chip field, gradually establishing a broad market foundation
8. Liangyun Technology: The Core Force of Control Chips
As one of the few companies globally mastering core technologies for data storage control chips, Liangyun Technology focuses on the design and R&D of solid-state drive control chips. Its leading technology provides strong core support for storage products, driving technological progress and market expansion in the industry
9. GigaDevice: A Leader in the Fabless Model
GigaDevice is a leading fabless semiconductor company, focusing on the development of NOR FLASH, MCU, and sensors. As an important player in the semiconductor memory field, GigaDevice has rapidly captured the domestic market with its outstanding performance in technology R&D and market development, becoming a significant player in the industry
10. Demingli: An Important Innovator in Mobile Storage
Demingli is a core enterprise in the global mobile storage field, focusing on the design of flash memory control chips and the R&D of storage module solutions. With its technological innovations in flash memory control chips, Demingli has secured a stable share in the mobile storage market, continuously expanding its product line to meet broader market demands
11. Taiji Industry: Cross-Industry Layout in the Semiconductor Industry
Taiji Industry has not only laid out in the traditional packaging field but has also entered the semiconductor packaging and testing and engineering technology service fields through subsidiaries. The company’s technological advantages in semiconductor packaging and engineering construction enable it to provide efficient packaging solutions for the industry and promote the development of the domestic semiconductor industry
Original content is not easy to create, please support me by following and marking me to receive valuable business research reports first thing every day
Disclaimer: This article references official media and online news materials. 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 discussion only. Please read cautiously. The market has risks, and investment decisions should be based on rational independent thinking.