存储暴涨，这些芯片分销商闷声吃肉

Core Viewpoint - The article highlights the significant growth in the semiconductor distribution industry, particularly in the storage segment, driven by rising demand for AI applications and the increasing penetration of DDR5 technology. Various companies in the sector have reported substantial revenue increases, showcasing the impact of the storage market boom on their performance [3][4]. Summary by Sections Company Performance - 中电港 reported a 33.29% year-on-year revenue increase in Q3, driven by storage price hikes and surging server demand, with storage accounting for approximately 42.53% of its business [23][24]. - 文晔's Q3 revenue reached 3,289 billion NTD, a 25.9% year-on-year increase, with AI-related products significantly boosting its performance, particularly in data centers and servers [8][13]. - 大联大 benefited from AI demand and storage iteration, achieving a revenue of 786.4 billion NTD in November, a 7.37% increase year-on-year [15][19]. - 香农芯创's revenue growth exceeded 100% in multiple quarters, with a notable 243.33% increase in Q1 2025, driven by its focus on SK Hynix storage products [34][36]. - 深圳华强's revenue for the first three quarters was 176.58 billion NTD, an 8.46% increase, with significant growth in storage product shipments [40][42]. Market Trends - The storage market is experiencing a boom, with companies like 至上电子 reporting a historical high in November revenue due to rising storage prices, achieving 253.67 billion NTD, an 81% increase year-on-year [29][30]. - The demand for AI servers and high-end storage solutions is expected to continue, with companies like 至上电子 and 大联大 positioning themselves to benefit from this trend [30][15]. - The article notes that the storage segment is becoming increasingly critical for many distributors, with companies like 艾睿 and 安富利 having extensive brand coverage in the storage market, although they did not disclose specific revenue contributions [19][20]. Future Outlook - The ongoing demand for AI applications and the transition to DDR5 technology are anticipated to sustain growth in the semiconductor distribution sector, with companies adapting their strategies to capitalize on these trends [3][4]. - Companies are expected to continue expanding their product lines and partnerships to enhance their market positions, particularly in the storage and AI-related segments [36][49].