Definition and Core Functions of Storage Chips Storage chips, also known as semiconductor memory, are memory devices that use semiconductor circuits as storage media. Their core function is to mark different storage states by charging and discharging electrons or charges in the storage medium, thereby achieving data storage capabilities. As a key component for data … Read more
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 … Read more
In September 2025, the AI glasses sector is heating up—Meta’s Orion 2 and Apple’s Vision Pro 2 have officially announced the integration of 12GB LPDDR5X and Micro-OLED optics, supporting on-device 7B parameter large models. Domestic companies like Starry Meizu and Rokid have also released consumer-grade AI glasses, clearly defining the three essential components: “display + … Read more
Recently, non-listed companies have also broken through the 12-inch barrier. Thin-film lithium niobate remains the best configuration for coherent optical modules, which are critical for OCS. In summary, the company making the fastest progress in 3.2T optical module CPO is Huagong Technology, while the top two companies for thin-film lithium niobate are Guangke Technology and … Read more
Beijing Junzheng’s IPO Amidst the Semiconductor Winter: Can ‘Computing + Storage + Analog’ Break the Cycle? The global semiconductor industry is still “shivering in the winter”—with high inventory, ongoing price wars, and geopolitical tensions adding to the woes. However, Beijing Junzheng is determined to “swim against the current”: Recently, it suddenly submitted a prospectus to … Read more
Industry Trends Core Insights Industry Trend: The AI revolution is reshaping storage value, with structural upgrades driving growth. The global storage industry is undergoing a historic transformation from cyclical fluctuations to technology-driven growth. The explosive demand for AI is driving exponential increases in storage performance and capacity requirements. HBM technology, with its high bandwidth characteristics, … Read more
In 2025, the storage chip industry has become a significant topic in the global technology market, as the demand for artificial intelligence (AI) computing power surges, consumer electronics continue to upgrade, and automotive intelligence advances, the scale of the storage chip market is constantly expanding. After more than two years of a downturn, the storage … Read more
In the future, Hai Ge will post the latest insights from the “Review Articles” here every day, and also to make it easier for everyone to find me (to avoid losing contact), please follow and bookmark this. This year, the first wave of price increases in the storage market began inearly April, when SanDisk sent … Read more
Driven by the wave of technology, storage chips and MCU chips are becoming the core driving force of our era. In recent years, with the booming development of emerging fields such as artificial intelligence, the Internet of Things, and automotive electronics, the demand for storage chips and MCU chips has experienced explosive growth. Recently, significant … Read more
1. Disclaimer The information in this article is sourced from publicly available materials and aims to provide an overview of the storage chip industry chain from an industrial research perspective. The content is for learning and exchange purposes only and does not constitute any investment advice or recommendations. The companies listed in the article are … Read more