As listed companies flood the market with their 2025 annual performance forecasts, it's evident that the profitability of companies within the memory chip industry chain has seen a marked improvement, emerging as a key highlight in the market. This surge in performance is mainly due to the thriving AI and computing power sectors. These industries have propelled the memory chip sector into a phase of rapid growth, with product prices on a continuous upward trajectory. According to reports, the global memory chip industry is anticipated to maintain its high-growth trend through 2026, with prices expected to climb steadily throughout the year. Notably, fueled by robust AI demand, the HBM (High Bandwidth Memory) market is projected to sustain its high-growth momentum until 2028.

To leverage this growth cycle, listed companies in the memory sector are boosting their investments and ramping up production capacity. Alongside international behemoths like Samsung and Micron, A-share companies such as Biwin Storage, Jiangbo Long, Demingli, and GigaDevice are also aggressively expanding their production. Meanwhile, firms like Puyan Semiconductor are expediting their core business strategies through mergers and acquisitions. With escalating capital expenditures and accelerated production expansion by domestic players like Yangtze Memory Technologies and ChangXin Memory Technologies, China's memory industry is poised for rapid development, offering unprecedented investment prospects across the entire industry chain.