Xin Lang Cai Jing·2025-10-21 11:20Core Viewpoint - The storage chip market is experiencing a rare price surge, with DDR4 16G memory prices rising over 100% from last year's low of around 200 yuan to over 500 yuan [1] Industry Summary - The A-share storage chip sector is leading the semiconductor market, with companies like Taiji Industry (600667.SH) hitting the daily limit, Yachuang Electronics (301099.SZ) rising over 14%, and Xiangnong Xinchuan (300475.SZ) increasing by more than 8% [1] - The price increase is driven by high demand for advanced storage due to the AI boom and strategic capacity shifts by overseas giants [1] - Major manufacturers such as Samsung, SK Hynix, and Micron are reallocating production towards higher-margin products like DDR5 and HBM, leading to a temporary supply gap for traditional DDR4 and earlier niche storage products [1] - It is anticipated that DRAM and NAND Flash prices will continue to rise in Q4, with the current price surge expected to last until the end of the year [1] Company Performance Impact - The ongoing price increase in storage chips has led to heightened interest from the market and investors regarding its impact on the performance of listed companies, with the storage sector averaging a 23% increase since September, significantly outperforming major stock indices [1]