The storage chip sector has been the most eye-catching on 10/24, with the hype around storage chips having been ongoing for several months. Let’s take a closer look at this sector;First, let’s examine the specific types of storage chips【Excerpt from Yuanbao】: Storage chips are one of the core branches of the semiconductor industry. They can … Read more
The storage chip industry chain follows the progressive conduction logic of “basic support → core manufacturing → product landing → ecological services,” with 15 companies categorized by upstream basic layer, midstream manufacturing and design layer, and downstream application and supporting layer. Each link independently carries core functions of the industry chain while forming an efficient … Read more
The storage chip sector continues to attract attention due to production cuts by major global manufacturers and price increases for high-end products. Chinese storage chip companies are seizing an opportunity for accelerated domestic substitution and market share expansion. In this issue, we summarize the recent important developments of companies in the A-share storage chip sector … Read more
Clearly informing everyone. The most frenzied speculation in tech stocks has begun. But the core focus ahead is neither humanoid robots nor large models. It is storage chips. Because it serves as the cornerstone of the digital age. Not only is it a crucial support for national technological advancement, but it is also an indispensable … Read more
Overview of the storage chip industry chain: 1. Storage chip materials and equipment: Zhongwei Company, Tuo Jing Technology, Huahai Qingke, Xingfu Electronics, Yake Technology, Saiteng Co., Ltd. 2. Storage chip design: Zhaoyi Innovation, Beijing Junzheng, Lanqi Technology, Dongxin Co., Ltd., Huada Jiutian. 3. Storage chip manufacturing: Changjiang Storage, Changxin Storage, SMIC. 4. Storage chip modules: … Read more
Juchen Co., Ltd. has seen an 82% surge in stock price across 9 components. What is the reason behind this? Is there still room for further price increases? Today, we will analyze this. 1. Core Products and Application Analysis Juchen Co., Ltd. is a high-tech enterprise focused on integrated circuit design, with core products covering … Read more
The chip frenzy triggered by AI is rapidly spreading from logic chips like GPUs to the storage chip sector. Morgan Stanley believes that the storage market, especially NAND flash, is currently in the “early stage” of a prolonged upward cycle.On September 23, Wall Street Journal mentioned that due to the strong demand for storage driven … Read more
First Company: Jucheng Co., Ltd. Jucheng Co., Ltd. focuses on the AI glasses and storage chip sector, relying on a threefold strategy of “technological positioning + product adaptation + ecological extension” to deeply bind to the core demands of miniaturization and long battery life in AI glasses, establishing competitive barriers in the small-capacity storage market. … Read more
Prices have surged over 50%, with a dramatic increase in HBM demand, presenting a new wave of development opportunities for domestic storage chip companies. The global storage chip market is experiencing a strong uptrend. According to the latest data, storage chip prices have increased by as much as 50%, with Micron Technology reporting a 46% … Read more
Risk Warning: This article is a financial report teaching article and does not contain any recommendations. Please do not act based on this, and pay attention to safety. Although the market closed with a medium bullish line yesterday, with the Shanghai Composite Index rising by 0.83%, the MACD indicator’s green bars shortened, and the KDJ … Read more