券商中国·2026-01-27 05:58Core Viewpoint - The storage chip concept stocks have shown a strong rebound in the A-share market, driven by significant price increases in major Korean storage chip companies and new product launches from Microsoft [1][2][3]. Group 1: Market Performance - The storage chip index in the A-share market initially fell by nearly 1.8% but later rebounded to a gain of over 1.8%, with notable stocks like Dongxin Co. hitting a 20% limit up and others like Purun Co. and Juguang Technology rising over 12% [1][2]. - In the Korean stock market, SK Hynix's stock surged nearly 8%, reaching a historical high, while Samsung Electronics also saw a rise of over 3% [1][2]. Group 2: Product Developments - Microsoft officially launched the Maia 200 chip, designed for high-performance AI inference, which will first be deployed in a data center in Iowa, with plans for a second site in Arizona [3]. - The Maia 200 chip integrates over 100 billion transistors and offers significant performance improvements over its predecessor, with computing power exceeding 10 petaflops at 4-bit precision [3]. Group 3: Supply and Demand Dynamics - Samsung Electronics has raised NAND flash supply prices by over 100% in Q1, highlighting a severe supply-demand imbalance in the storage chip market [5]. - Micron Technology announced a $24 billion investment in Singapore over the next decade to expand capacity in response to the AI-driven demand for storage chips [5]. Group 4: Industry Growth Projections - According to TrendForce, global server shipment growth is projected at 12.8% annually, with AI server shipments expected to grow over 28% [6]. - The storage industry, including DRAM and NAND Flash, is forecasted to reach a market value of $551.6 billion by 2026, reflecting a 134% increase [6].