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Core Viewpoint - The storage chip sector is experiencing a significant surge, driven by anticipated price increases in the market, with major companies announcing substantial price hikes for their products in the near future [1][4]. Group 1: Market Performance - On September 30, the A-share storage chip sector saw a continuous rise, with stocks like Jiangbolong increasing over 18%, and several others, including Jucheng and Baiwei Storage, rising over 10% [1]. - Overseas storage chip stocks also experienced notable gains, with SanDisk up nearly 17% and Micron Technology rising over 4% [1]. Group 2: Price Increases - A second round of price increases in the storage market is expected to commence in September 2025, with SanDisk announcing a price hike of over 10% for all its products [4]. - Micron Technology has notified its channel partners of a price increase of 20%-30% for its storage products, effective immediately [4]. Group 3: Future Projections - TrendForce forecasts that the prices of conventional DRAM will increase by 10%-15% and 8%-13% in Q3 and Q4 of 2025, respectively, with HBM prices expected to rise even more significantly [4]. - NAND Flash prices are projected to increase by 3%-8% and 5%-10% in Q3 and Q4 of this year [4]. Group 4: Technological Shifts - The demand for enterprise-level SSDs is surging due to the explosion of AI infrastructure, leading to a supply shortage of traditional HDDs [5]. - The market is shifting towards high-capacity QLC SSDs, which are expected to see explosive growth by 2026 [5]. Group 5: AI Applications - The AI application sector is also performing well, with companies like Kunlun Wanwei and Keda Xunfei seeing significant stock increases [7]. - OpenAI has launched a new feature allowing users to purchase products directly through its AI chatbot, marking a significant step into the e-commerce space [9].