Group 1 - The core viewpoint of the article highlights that兆易创新 (GigaDevice) has seen a significant stock price increase of over 10%, reaching HKD 355, with a trading volume of HKD 256 million [1] - The company has released a performance forecast, expecting to achieve approximately RMB 9.2 billion in revenue for 2025, representing a year-on-year growth of around 25% [1] - The forecast also includes an expected net profit attributable to shareholders of approximately RMB 1.61 billion, indicating a year-on-year growth of about 46% [1] Group 2 - The growth in the company's performance is primarily driven by the accelerated demand for AI computing power, benefiting products in the PC, server, and automotive electronics sectors [1] - The storage industry is experiencing a steady upward cycle, with an optimized supply-demand structure leading to simultaneous increases in both price and volume of products [1] - According to a report from招商证券 (Zhaoshang Securities), global storage prices have been recovering since the first half of 2025, with accelerated price increases expected in the third and fourth quarters of 2025 [1] - It is anticipated that the overall global storage supply will remain tight throughout 2026, with AI demand continuing to outpace production capacity expansion [1] - Other consumer storage and niche storage segments are also expected to see price increases due to capacity constraints and downstream panic stocking, with price rises exceeding normal levels [1] - The domestic storage industry chain is expected to benefit from the wave of price increases due to shortages this year [1]