Storage Market

Semiconductor Industry Deep Dive Meeting Minutes

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Semiconductor Industry Deep Dive Meeting Minutes

Time:November 19, 2025 1. The storage market continues to show upward momentum 1. Prices are rising across the board – DDR4: The supply-demand gap for 8GB and 16GB products continues, with prices accelerating upward. – DDR5: Prices remained stable in Q2, began to rise in mid-September, and nearly doubled in October. – NAND Flash: Prices … Read more

The Second Half of Computing Power Revolution: The Rise of ASICs Leading New Opportunities in the Industry and the Concurrent Price Surge in the Storage Market

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The Second Half of Computing Power Revolution: The Rise of ASICs Leading New Opportunities in the Industry and the Concurrent Price Surge in the Storage Market

Intense competition at high levels, with leading directions locked on optical communication. The second half of AI focuses on domestic computing power: frequent industrial signals indicate that the next round of significant market trends can be expected. Oracle orders + Rubin architecture + robots: a resonance across the entire industry chain. Deep collaboration rather than … Read more