Group 1 - The core viewpoint of the article indicates that the memory market has entered a "super bull market" phase, surpassing the historical highs of 2018, with expectations of a further increase of 40%-50% by Q1 2026 [1][5] - Company stock of兆易创新 (GigaDevice) rose over 5% during trading, with a current price of 242 HKD and a trading volume of 193 million HKD [1][5] - The company anticipates that the niche DRAM market will remain in a relatively tight supply environment for the next two years, with prices expected to rise further and maintain a good level in 2026 [1][5] Group 2 - The demand for storage is significantly increasing due to positive changes in the demand side and the push for AI infrastructure by overseas tech giants, which is expected to enhance computing power requirements [1][5] - The company aims to capture at least one-third of the domestic niche DRAM market, valued at 3-4 billion USD, over the next five years [1][5]