AI存力需求高景气度有望延续

Core Insights - The global storage product market has experienced unprecedented price increases since September, driven by the rising demand for storage in AI applications [1] - Storage products have transitioned from being a cost component in AI deployment to a strategic necessity in AI infrastructure, particularly for inference tasks [1] - Forecasts suggest that the average price of DRAM will increase by 58% year-on-year by 2026, indicating a prolonged cycle of high demand and pricing in the storage industry [1] Industry Trends - The storage industry is entering a "super cycle," with expectations of tight supply and demand conditions continuing through 2026 [1] - There is a surge in demand for innovative solutions to address AI inference storage challenges, with some clients already negotiating supply agreements extending to 2027 [1] - Companies are actively adapting to market trends, focusing on product innovation and expanding their market presence to maintain profitability [2] Company Developments - Companies like 澜起科技股份有限公司 are leading in the DDR5 memory interconnect chip sector, with significant sales growth in their third-generation RCD chips [2] - 深圳佰维存储科技股份有限公司 is experiencing rapid growth in enterprise-level products and has secured key supplier qualifications with major server manufacturers and internet companies [2]