存储芯片市场重构格局，DRAM领域迎来HBM技术领航新时代

Group 1 - The global DRAM market is expected to grow by 42.5% year-on-year to reach $26.729 billion in Q1 2025, driven by AI server demand and a recovery in PC and mobile demand, along with inventory replenishment triggered by tariffs [1] - SK Hynix has achieved a 36.7% market share, becoming the global leader in the DRAM market, ending Samsung's 40-year dominance [1] - The DRAM industry is entering advanced processes, with OEMs upgrading laptops to DDR5 while DDR4 remains strong in cost-effective products, leading to increased order inquiries and market activity [1] Group 2 - Zhaoyi Innovation is a core player in China's semiconductor storage sector, rapidly rising in the DRAM field through a "self-research + cooperation" model, particularly in niche markets and automotive-grade products [2] - Biwei Storage, a national high-tech enterprise, focuses on the research, design, packaging, testing, production, and sales of semiconductor storage, covering both NAND Flash and DRAM, widely used in consumer electronics and data centers [2] - Xiechuang Data focuses on consumer-grade memory and enterprise storage in the DRAM field, achieving technological breakthroughs through a "self-research + cooperation" model, with a differentiated advantage in DDR5 product lines and storage controller technology [2]