Core Insights - The profitability growth of storage chip companies is driven by the development of AI and computing power industries, leading to a high prosperity period and continuous price increases [1] Industry Overview - The storage chip industry is expected to maintain high prosperity through 2026, with price increases likely to continue throughout the year [1] - The demand from AI is particularly boosting the HBM (High Bandwidth Memory) segment, which is anticipated to remain prosperous until 2028 [1] Company Actions - Major companies such as Samsung and Micron, along with A-share companies like Biwei Storage, Jiangbolong, Demingli, and Zhaoyi Innovation, are actively expanding production to seize the growth opportunities [1] - Companies like Purun Co. are accelerating acquisition efforts to strengthen their core business [1]
存储芯片公司业绩亮眼，行业高景气2026年仍将持续
Xin Lang Cai Jing·2026-01-27 22:32