Recently, several frontrunners in the storage industry have unveiled their 2025 annual performance reports, revealing substantial year-on-year revenue growth and signaling an ongoing industry boom. However, the storage sector has recently witnessed a considerable retreat, triggered by a spate of news reports, heightening market anxieties regarding the supply-demand dynamics. Amidst these short-term pressures, the future trajectory of the storage sector has garnered significant attention. Industry experts emphasize that short-term volatility will not derail the fundamental drivers of the price increase cycle, predicting that memory prices will continue their ascent into the second quarter of 2026. In the medium to long term, as innovative solutions are progressively rolled out across various segments of the AI industry chain, the traditional storage behemoths may see their positions within the chain redefined, potentially fostering further industry segmentation.