存储芯片市场持续升温 国内企业发展提速

Industry Overview - The storage chip market is experiencing a rebound, driven by the AI wave, which is significantly increasing the demand for high-end storage chips [1][2] - The semiconductor storage market has been gradually recovering since the end of March 2025, with major manufacturers announcing production cuts and downstream customers depleting their inventories [1] DRAM and NAND Flash Trends - DRAM prices are expected to rise continuously in the second and third quarters of 2025, particularly for Server DDR4 modules and Consumer DDR4 chips, due to production halts and increased buyer activity [2] - NAND Flash prices are also projected to increase in the second half of the year, with a significant rise in enterprise SSD orders anticipated for the third quarter [2] Company Developments - Shenzhen Baiwei Storage Technology Co., Ltd. is establishing a leading position in AI edge storage products, with expected revenue from AI sectors exceeding 1 billion yuan in 2024, marking a 294% year-on-year growth [3] - Jiangbolong Electronics Co., Ltd. has a competitive edge in enterprise storage, reporting a revenue of 319 million yuan in the first quarter of 2025, which is over 200% growth year-on-year [3] - Lanke Technology Co., Ltd. aims to become a leading international chip design company over the next 5 to 10 years, with a significant increase in demand for DDR5 memory interface chips expected this year [3] Strategic Insights - Companies in the storage industry are advised to focus on technological advancements, capacity expansion, and ecosystem collaboration to seize market opportunities and achieve substantial growth [3]