“I was just about to buy a 1TB SSD, and it was over 300 just two weeks ago, now it’s skyrocketed to 450?” This complaint from Xiao Zhou, a college student born after 2000, reflects a common concern among young people recently. Indeed, the storage market has gone completely “crazy”—SanDisk’s NAND flash memory has surged … Read more
1. Precise Positioning in the Industry Cycle: Strategic Shift from “Maturity” to “Explosion” Phase1. Storage Chips: Concerns After a Short-Term FeastAfter Zhang Mengzhu’s significant investment in storage chips on November 10 (with investments of 149 million in Shengong Co. and 79.63 million in Demingli), he quickly shifted focus, reflecting a precise judgment on the turning … Read more
Observation Dimension Core Situation Main Reason Analysis 📊 Overall Market Performance All three major stock indices fell collectively, with the Shanghai Composite Index falling below 4000 points, and the ChiNext and STAR Market indices experiencing significant declines. Due to the sharp decline in US tech stocks and the reduction in expectations for Federal Reserve interest … Read more
I visited Shannon Semiconductor today and took a look at it. It is a major distributor in the storage chip market, deeply engaged in the enterprise-level storage sector. They operate through a dual model of distribution and self-research, and they hold exclusive agency rights and technical barriers for HBM. The products of Shannon are mainly … Read more
Remember to star the public account ⭐️ to receive notifications promptly. Recently, the storage sector has gained global attention. In the article “Is the ‘Super Cycle’ of Storage Chips Really Here?”, the author analyzes and predicts the cycles of the storage market, with discussions on the ‘super cycle’ and ‘unprecedented new prosperity’ gaining traction in … Read more
The prices of storage chips continue to rise, with major institutions quietly positioning themselves in core segments. Recently, the storage chip market has experienced a strong recovery.According to the latest data from TrendForce, the contract price of DRAM is expected to increase by 15-20% quarter-on-quarter in the third quarter of 2025, while the contract price … Read more
The wave of AI is sweeping the globe, and the shortage of storage chips is intensifying, marking the gradual opening of a production expansion driven by demand. As major overseas manufacturers like Samsung, SK Hynix, and Micron shift their capital expenditures towards high-end storage products represented by HBM (High Bandwidth Memory), the supply-demand gap for … Read more
01 Overview of the Industry Chain Storage chips, as a core branch of the semiconductor industry, are key carriers for digital information storage and processing, integral to the operation of various electronic systems. The industry chain is mainly divided into three major segments: upstream support, midstream manufacturing, and downstream applications, each with its unique technical … Read more
1. Event-Driven: The Super Cycle of Storage Chips Benefiting from the wave of artificial intelligence, the “super cycle” of storage chips is accelerating comprehensively. Samsung Electronics and SK Hynix have raised the prices of their DRAM and NAND flash memory by as much as 30%. According to forecasts from Citigroup and Morgan Stanley in their … Read more
Core Insights AI servers are reshaping the global supply and demand landscape for storage chips, with HBM (High Bandwidth Memory) becoming the most scarce strategic resource. DDR5 and enterprise-grade NAND Flash are also benefiting from the growth in demand. In the context of accelerated domestic substitution, the main investment lines in A-shares are clearly differentiated:Tongfu … Read more