Group 1 - The storage supply-demand gap has reached 200%, driven by AI inference demand for high bandwidth memory (HBM), NAND Flash, and HDD, with expectations of continued shortages into 2026 and uncertain conditions for 2027 [1] - Wisdom Technology is the largest supplier of NAND Flash controller chips globally and a market leader in SSD controller chips, holding the most controller chip solutions and related technology patents [1] - Controller chips are considered the "brain" of storage devices, with core functions including data scheduling, error correction mechanisms, and interface protocol control, significantly impacting product performance and market competition [1] Group 2 - Samsung Electronics has suspended DDR5 DRAM contract pricing, prompting other manufacturers like SK Hynix and Micron to follow suit, leading to supply chain disruptions with price increases observed in the market [2] - Recent reports indicate that the price of DDR series memory modules has doubled in the past two weeks, with significant price fluctuations occurring within a single day [2] - Companies like Tianshan Electronics and Lianyun Technology are actively involved in the development of storage products, with Tianshan holding a 45% stake in Lianxin, which focuses on ASIC chips and enterprise storage products [2]

Core Insights - The price of storage chips has been continuously rising since October, with several storage-related stocks doubling in value [1] - Recent visits to the Huaqiangbei electronics market in Shenzhen revealed that the price of DDR memory modules has doubled in the past two weeks, with some stores experiencing a 33% drop in computer assembly volume due to rising prices [1] - Although the recent surge in storage chip prices has eased, there has still been a 5% increase over the past two weeks [1] - Experts attribute the current rise in storage prices primarily to the global demand for AI-related computing power centers, which has increased the market demand for high-end memory and squeezed the low-end storage capacity of major manufacturers [1]