Core Viewpoint - The A-share market for storage chip stocks has strengthened, driven by a surge in data storage demand due to rapid technological advancements in AI and increased capital expenditure expectations from major tech companies [1] Group 1: Market Performance - A-share storage chip stocks saw significant gains, with Hangyu Micro rising by 10.63%, Yawen Co. by 10.01%, and Demingli hitting the daily limit of 10% [2] - Other notable performers include Shannon Chip Creation with a 6.88% increase and Hangzhou Kelin with a 6.24% rise [2] - The overall market sentiment is positive, reflecting a robust demand for storage solutions [1] Group 2: Industry Dynamics - Demingli indicated that the AI wave is driving explosive growth in data storage demand, providing long-term growth momentum for the storage industry [1] - Following price increases by major players like Samsung and Micron in September, Samsung and SK Hynix have raised prices for storage products again, including DRAM and NAND [1] - The expansion of computing infrastructure and increasing storage needs for servers and data centers are expected to sustain the industry's growth, with storage prices likely to continue rising in Q4 [1]
存储芯片股走强，德明利涨停，Q4存储价格有望维持上涨趋势