价格将大幅上涨！机构称这类公司将最受益

Core Viewpoint - Samsung's co-CEO stated that the memory chip shortage is "unprecedented" and "extremely severe," warning of inevitable price impacts on end products like smartphones [1] Group 1: Market Analysis - Micron reported a significantly better-than-expected FY26Q1 financial result and provided a strong guidance for Q2, benefiting from the explosive demand in data centers and tight supply of storage chips [1] - The storage chip supply shortage is expected to persist into 2026 and potentially last even longer, with storage IDM manufacturers like Micron poised to gain significantly [1] Group 2: Industry Outlook - Changxin's IPO fundraising is expected to drive capacity upgrades, benefiting domestic storage manufacturers as they expand production [1] - Semiconductor equipment companies are currently in an upcycle, with continuous improvement in orders and leading companies increasing output, while domestic production rates are steadily rising [1] - The global semiconductor equipment market is projected to continue growing from 2026 to 2027, with domestic technology advancements and a significant increase in localization rates, particularly benefiting storage equipment companies with strong market positions and high shares [1]