Group 1 - The core viewpoint of the article highlights the strong demand for storage chips driven by the artificial intelligence sector, as evidenced by SanDisk's impressive earnings report for Q2 FY2026, which exceeded market expectations [1] - As of the report, Zhaoyi Innovation (03986) saw its stock price increase by 4.04%, reaching HKD 345.2, with a trading volume of HKD 294 million [1] - Major storage chip manufacturers, including Hynix, Samsung, and Western Digital, have recently reported strong earnings, indicating a rising trend in storage chip prices [1] Group 2 - Huajin Securities' recent research report suggests that the storage cycle is steadily improving, and Zhaoyi Innovation is advancing its storage chip process technology and product iterations, particularly in NOR Flash, which is expected to maintain its leading position [1] - The company may replicate the development path of NOR Flash with customized DRAM as major DRAM manufacturers shift their production capacity, potentially opening up new growth opportunities [1] - The ongoing expansion of Zhaoyi Innovation's MCU, sensor, and analog business segments is expected to drive continued revenue growth in the context of increasing smart technology applications in consumer electronics, automotive electronics, and industrial sectors [1]