On April 27, the A-share memory chip sector witnessed a robust performance, with stocks such as Delong Laser and Dosilicon recording notable gains. According to reports, Samsung Electronics and Kingston have informed their channel partners of a price increase exceeding 10% for their SSD products. The persistent imbalance between supply and demand in the memory industry continues to underpin these price hikes. TrendForce forecasts that contract prices for general-purpose DRAM and NAND will surge by 85-90% and 70-75%, respectively, in the second quarter of 2026. The burgeoning demand for AI servers has spurred cloud service providers to expedite the signing of long-term agreements to ensure a stable supply. Meanwhile, original manufacturers are redirecting their production capacities toward AI-related products, further complicating efforts to bridge the supply-demand gap in the near term.