The storage industry experienced a sustained surge in prosperity during the first quarter of 2025. Leading companies, including SanDisk, Yangtze Memory Technologies, and Micron Technology, issued consecutive price hike notices, and several product prices demonstrated a clear trend towards stabilization and recovery. The imbalance in the NAND market supply and demand has significantly improved as a result of production cuts and inventory management strategies adopted by enterprises. Meanwhile, in the DRAM segment, Samsung, Micron, and SK Hynix have reduced the supply of certain products and announced their transition into the end-of-life (EOL) phase, which has contributed to supply shortages and subsequent price hikes. Furthermore, the robust demand for stockpiling during traditional peak seasons, coupled with emerging applications like AI glasses, has further fueled the ongoing prosperity of the storage industry.