上市潮与涨价潮共振！存储芯片“一天一个价”，业内警告产能短缺或持续半年

Group 1 - The core viewpoint of the articles highlights the increasing interest and investment in the storage chip sector, particularly with the recent IPO of Zhaoyi Innovation in Hong Kong, which saw significant stock price increases on its debut [2][3] - Zhaoyi Innovation, known as the "leader in domestic storage chips," opened at 235 HKD and peaked at 248.8 HKD, representing a 53.5% increase from its issue price of 162 HKD, with a market capitalization of 156.7 billion HKD [3][4] - The company operates under a Fabless model and specializes in Flash and niche DRAM chips, with a significant portion of its revenue coming from overseas markets, accounting for approximately 70% of total revenue in the first half of the previous year [5][8] Group 2 - The storage chip market has entered a "super bull market," with prices expected to rise by 40%-50% in Q4 2025 and again in Q1 2026, driven by increased demand from AI and server capacities [7] - Zhaoyi Innovation's storage chip business generated 2.845 billion CNY in revenue in the first half of the previous year, marking a 9.2% year-on-year increase, and is expected to benefit from ongoing supply shortages in the niche DRAM market [7][8] - The company is also involved in the production of customized storage solutions, with projects in various fields such as automotive and robotics expected to enter mass production soon [8]