Core Viewpoint - The storage sector is entering a historic super cycle driven by explosive AI demand, leading to a price surge in DDR5 and HBM products, with a significant supply-demand gap emerging [3] Group 1: Market Dynamics - The price of memory modules has reached levels comparable to housing prices in Shanghai, highlighting the market's focus on storage components [3] - The demand for SPD chips, essential for DDR5 memory modules, is experiencing a significant increase due to the rising penetration of DDR5 and the doubling of memory usage in AI servers [4] Group 2: Company Positioning - The company is a core supplier of SPD chips for DDR2/3/4/5, benefiting from both technological advancements and the surge in AI demand, indicating strong growth potential during the storage super cycle [4]
全球第三、国内第一！卡位DDR5刚需组件，锁定存储超级周期
市值风云·2026-01-21 10:14