On April 8, the memory chip sector continued its upward trajectory, with Shannon Advanced Semiconductor surging to its daily limit. Goldsun New Materials saw its shares rise by over 15%, while Dawei shares had previously hit their daily limit as well, with numerous other stocks following suit. A research report by CITIC Securities highlighted that in the era of Agent AI, storage capacity stands as a pivotal factor, propelling a long-term paradigm shift within the memory industry. The exponential growth in AI inference has triggered a substantial surge in token consumption. The resultant mismatch between this soaring demand and the expansion efforts of original manufacturers has led to a normalization of shortages—a scenario where supply scarcities have become a recurring phenomenon. It is anticipated that the gap between supply and demand will persist until 2027, with prices expected to rise throughout 2026.