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Since October, the semiconductor and computing power industries have garnered significant attention from institutions. Over 20 listed companies in the A-share Shenwan semiconductor industry and computing power concept sector have undergone intensive research after the National Day holiday. These companies provided detailed responses to questions regarding product progress and market layout, indicating a sustained upward trend in industry prosperity and robust market demand. Driven by the AI wave, the supply-demand structure in the storage industry has undergone restructuring, ushering in a period of high prosperity. Several related companies have disclosed the latest advancements and market expectations in the storage sector, stating that the current industry prosperity is driven by technological innovation and exhibits strong sustainability.
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