中信证券：看好存储产能扩张及技术迭代加速 半导体核心供应商空间广阔

Core Viewpoint - The report from CITIC Securities indicates that strong demand for AI will drive sustained high demand for storage, with price increases for storage chips expected to continue throughout 2026, providing ongoing industry catalysts [1] Group 1: Industry Outlook - The storage demand is projected to remain robust due to the strong demand from AI applications [1] - Price increases for storage chips are anticipated to persist, contributing positively to the industry [1] Group 2: Company Prospects - Domestic storage giants are expected to expand production capacity and accelerate technological iterations [1] - The usage of semiconductor materials related to wafer manufacturing processes is expected to increase significantly [1] - Core suppliers of materials and components for major manufacturers are likely to benefit substantially, leading to significant growth in operational data as downstream capacity comes online [1]