AI引爆存储需求！2025年存储芯片企业注册量激增四成

Core Insights - The storage chip industry in China is experiencing a "super cycle" driven by strong demand from AI computing and a mismatch in supply, with 11,500 new storage chip companies registered in 2025, marking a 41.4% increase from the same period in 2024 [1][2] - Major storage companies like SK Hynix, Micron, and Samsung are focusing resources on HBM and DDR5, leading to significant supply shortages in traditional products, with spot prices for DRAM and NAND Flash rising over 300% since September [1][2] - Micron Technology reported a revenue of $13.64 billion for Q1 FY2026, a 57% year-over-year increase, exceeding analyst expectations, and its stock price surged over 7% following the earnings report [1] Industry Trends - The majority of new storage chip companies are located in South China (30.8%) and East China (29.1%), aligning with the development of storage industry clusters in these regions [4][5] - The demand for storage chips is driven by the explosion of data in the AI era, with significant opportunities in consumer electronics and smart devices, although many new registrations may be speculative or trade-focused rather than core manufacturing [6][7] - Price increases for consumer products such as PCs and tablets are being implemented due to rising memory costs, with companies like HP and Dell announcing price hikes of 10%-30% [3][4] Market Dynamics - The ongoing shortage of storage chips is expected to persist, with new production facilities from major suppliers taking over two years to complete, limiting supply until late 2027 [4][6] - The price of NAND and DRAM for smartphones and PCs is projected to rise by 25%-30% and 30%-35% respectively in Q1 2026, indicating that price increases for consumer electronics may just be the beginning [4][6] - The storage chip market is characterized by a high concentration of companies in technology and information services, with a significant portion of new registrations in research and technical services [6]