Foreign media reports indicate that the global storage market is still grappling with a tight supply scenario, and prices continue to soar. During an earnings call, Apple CEO Tim Cook highlighted that the influence of storage costs on the company's business operations has grown increasingly pronounced, with supply constraints remaining a critical challenge. Apple will keep evaluating this impact.

At present, the storage chip industry is experiencing a super-cyclical upswing, propelled by three key demand drivers: the explosive expansion of AI computing power, the widespread adoption of intelligent systems in the automotive sector, and the digital transformation of various industries. The supply-demand dynamic has transitioned from a state of oversupply to one characterized by structural capacity shortages.

International behemoths like Samsung, SK Hynix, and Micron have shifted the majority of their advanced process capacities towards high-margin AI products such as HBM and DDR5. This strategic move has further strained the availability of consumer-grade storage, resulting in a tight market supply-demand balance and causing prices to climb steadily.