Core Viewpoint - The strong demand for storage chips driven by the artificial intelligence sector is positively impacting companies like兆易创新, which is experiencing a rise in stock price and trading volume following favorable market conditions and earnings reports from major players in the storage chip industry [1] Group 1: Company Performance - 兆易创新's stock price increased by 4.04%, reaching 345.2 HKD, with a trading volume of 294 million HKD [1] - The company is expected to maintain its leading position in the NOR flash market as it continues to advance its storage chip technology and product iterations [1] Group 2: Industry Trends - SanDisk's recent earnings report for Q2 FY2026 exceeded market expectations, highlighting robust demand for storage chips in the AI sector, which led to a significant stock price increase of over 21% in after-hours trading [1] - Major storage chip manufacturers, including Hynix, Samsung, and Western Digital, have reported strong earnings, indicating a rising trend in the storage chip market [1] Group 3: Future Outlook - 华金证券's research suggests that as the storage cycle continues to improve, 兆易创新 could replicate the growth path of NOR flash in the DRAM sector, especially with the transition of production capacity among leading DRAM manufacturers [1] - The expansion of 兆易创新's MCU and sensor businesses, along with the increasing demand in consumer electronics, automotive electronics, and industrial sectors, is expected to drive continued revenue growth [1]