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During an institutional research session, Demingli pointed out that the ongoing AI boom has sparked a significant surge in demand for data storage, offering robust long-term growth prospects for the storage sector. After witnessing price hikes implemented by certain companies in September, Samsung Electronics and SK Hynix have recently announced another round of price increases for their storage products. In parallel, a number of prominent overseas tech firms have revised upward their capital expenditure forecasts for the fiscal year 2025. The expansion of computing infrastructure has fueled an increase in storage demand for servers and data centers, thereby driving industry prosperity. It is anticipated that storage prices will maintain their upward trend in the fourth quarter.
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