Wedbush：服务器及存储元件销售11月维持强势 行业高景气或持续至2026年

Group 1 - The core viewpoint of the articles indicates that the sales of server and storage components in Taiwan are experiencing unexpected growth, driven by strong performances from companies like Chi Mei and Ingrasys [1] - November server component sales exceeded the usual linear growth by 7%, reflecting robust underlying spending in both standard and AI server sectors [1] - Ingrasys has established partnerships with Nvidia and AMD in the server field, indicating a strong demand trend for standard servers [1] Group 2 - The storage price increase trend that began in Q1 has continued into Q4, with significant benefits for companies like Nanya Technology due to supply shortages from the rapid phase-out of DDR4 products [2] - Unexpected growth in demand from cloud service providers during August and September has led to shortages across DRAM and NAND products, with expectations that this trend will persist until 2026 [2] - Cloud service providers have significantly raised their demand forecasts for the upcoming year, indicating a strong foundation for the industry [2]