存储芯片概念持续活跃，兆易创新涨停，佰维存储续创新高

Group 1 - The storage chip sector has seen significant activity, with companies like Baiwei Storage rising over 18% and reaching historical highs, while other firms like ShenGong and Zhaoyi Innovation also experienced notable gains [1] - Major storage manufacturers, including Samsung, SK Hynix, Kioxia, and Micron, are reducing NAND flash supply in the second half of the year and are planning to increase prices by 20% to 30% [1] - The storage market is currently undergoing a significant price increase cycle driven by explosive growth in enterprise storage demand due to AI applications and a structural supply tightness in traditional storage products [1] Group 2 - If AI demand remains strong and supply does not effectively expand, the tight supply-demand situation in the storage market may persist into 2026, maintaining high industry prosperity [2] - The ongoing price increases in storage are expected to create cyclical investment opportunities, with a focus on storage and computing demand sectors [2] - To meet the growing storage demand, manufacturers may increase capital expenditures, which could boost demand for semiconductor equipment, particularly in critical areas like etching and deposition [2]