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Memory chips are on the cusp of a 'super cycle,' a phenomenon that is fueling improved profit forecasts for related A-share listed companies and propelling their stock prices upward. This unprecedented cycle is primarily being propelled by the artificial intelligence (AI) boom. The soaring demand for high-capacity storage solutions in data centers, coupled with the widespread integration of smart terminals, is driving innovation and accelerating market expansion within the storage technology sector. Analysts anticipate that the upward trajectory in prices for AI server storage products will remain intact until at least 2026. Domestic memory chip manufacturers are poised to reap substantial benefits from the combined effects of 'price recovery' and 'domestic substitution,' as consumer electronics demand continues to surge and production outlooks remain favorable.
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