Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Zhaoyi Innovation (03986), which opened over 7% higher and reached a peak of 349 HKD, representing a cumulative increase of 115% from its IPO price [1] - The U.S. storage sector stocks surged, with SanDisk experiencing a more than 10% increase, marking a year-to-date rise of over 111% as of 2026 [1] - Major storage manufacturers, including Winbond and Nanya Technology, have extended their long-term supply agreements (LTA) from one year to at least two years, with some clients discussing frameworks extending close to 2030 [1] Group 2 - According to招商证券, the demand for AI continues to grow at a pace that exceeds production capacity expansion, leading to price increases in consumer storage and niche storage due to capacity constraints and downstream panic stocking [1] - Zhaoyi Innovation announced the launch of its new GD32H7 series ultra-high-performance MCUs, which include the GD32H789/779 series and the GD32H78E/77E series, featuring a high frequency of up to 750 MHz and advanced memory architecture [1]