Zheng Quan Shi Bao·2025-10-24 00:23Core Insights - The storage chip prices are set to increase by up to 30% due to rising demand driven by AI technology advancements [1] - The storage chip industry is expected to enter a "super cycle" fueled by the AI boom, with significant price increases anticipated [2] - Domestic storage chip companies are likely to benefit from both price recovery and domestic substitution trends [2] Group 1: Price Increases and Demand - Samsung Electronics and SK Hynix will raise prices for storage products, including DRAM and NAND, by up to 30% [1] - The demand for storage chips has surged due to the exponential growth in AI technology, with AI server storage capacity needs being 8-10 times that of traditional servers [1] - OpenAI's "Star Gate" project requires 900,000 DRAM wafers monthly, accounting for nearly 40% of global DRAM production [1] Group 2: Market Trends and Predictions - Morgan Stanley predicts a "super cycle" for the storage chip industry due to the AI trend [2] - TrendForce estimates that DRAM prices will increase by 8% to 13% in Q4, while NAND Flash contract prices will rise by an average of 5% to 10% [2] - The domestic market is supported by government policies aimed at promoting storage chip technology, including subsidies and tax incentives [2] Group 3: Stock Performance - Storage chip concept stocks have shown impressive gains this year, with 18 stocks doubling in value, led by Kaipu Cloud with a 294.77% increase [3] - Financing inflows into the storage chip sector have reached 2.858 billion yuan since October, with significant net purchases in stocks like Beijing Junzheng and Yake Technology [7][8] - Beijing Junzheng has adjusted prices for some customers based on market conditions [8]