The A-share storage chip sector has recently demonstrated robust performance, staging a notable rebound on the afternoon of November 3. Hangyuwei witnessed a 10% increase, while Yawei and Demingli soared to their daily limits. Additionally, several stocks, including Shannon Semiconductor, experienced gains exceeding 4%.
On the news front, the relentless evolution of AI technology has ignited an explosive surge in data storage demand. A significant supply-demand imbalance has subsequently driven storage prices upward. Major suppliers, such as Samsung and SK Hynix, have informed their customers of their intentions to raise prices for DRAM and NAND flash memory products in the fourth quarter of 2025, with anticipated increases of up to 30%.
Simultaneously, leading overseas tech firms have revised their capital expenditure forecasts for fiscal year 2025 upwards, fueling continued expansion in computing infrastructure. This has led to a sharp spike in demand for high-capacity, low-power storage chips from servers and data centers. Consequently, storage prices are projected to sustain an upward trajectory in the fourth quarter.
During a research briefing with institutions, Demingli emphasized that the rapid technological advancements and widespread applications spurred by the AI wave have injected long-term growth momentum into the storage industry. The company anticipates that storage prices will continue their upward trend in the fourth quarter.
Multiple institutions maintain an optimistic outlook on the sustained prosperity of the storage chip industry. They believe that storage prices will experience across-the-board increases and that the industry's supply-demand balance will remain tight.