Since the third quarter of 2025, the global storage market has witnessed a dramatic surge in prices. Drawing on data from TrendForce, it's evident that the cumulative hike in spot prices for DRAM and NAND flash memory has soared past 300%. The company forecasts that in the first quarter of 2026, NAND flash memory prices will climb by 33%-38%, and general-purpose DRAM prices will jump by 55%-60%.

These price escalations have had a profound impact, with storage companies delivering exceptional performance. Wind's data reveals that as of February 2, out of 41 companies involved in the storage sector, 25 have unveiled their earnings forecasts, with 16 projecting positive results. Several companies have experienced a marked enhancement in their performance during the fourth quarter of 2025. Storage chip firms typically credit their positive earnings outlooks to the impetus from the AI and computing power sectors. These industries have entered a high-growth phase, marked by consistent product price hikes, and they maintain an optimistic view of the future growth trajectory.