佰维存储：公司晶圆级先进封装制造项目尚处于打样验证阶段，先进封装业务进展未来可能不及预期

Core Viewpoint - The company Bawei Storage has experienced a significant stock price increase, with a cumulative rise of over 30% in three consecutive trading days, indicating abnormal trading activity [1] Company Summary - The stock price increase is attributed to widespread market attention on the storage supercycle, with current supply-demand tightness and rising prices in the storage market [1] - The company is actively advancing its advanced packaging business, which is currently progressing steadily [1] - The company's wafer-level advanced packaging manufacturing project is still in the sample verification stage, and future progress in the advanced packaging business may not meet expectations [1] Industry Summary - Investors are advised to pay attention to the sustainability of AI investments and the cyclical changes in the storage industry [1] - Current storage prices are at historical highs, prompting caution among investors regarding potential risks [1]