On September 29, during a record of investor relations activities, Longsys shared insights into the anticipated trajectory of storage prices. The company highlighted that, drawing on insights from third-party institutions, the widespread adoption of artificial intelligence (AI) in cloud computing and edge computing environments represents a definitive trend within the industry. This trend is expected to substantially increase the demand for storage solutions. Given the historical industry cycles, overseas original equipment manufacturers (OEMs) are proceeding with a relatively conservative approach towards NAND capital expenditures. Their strategy focuses on achieving a measured increase in supply, primarily through technological advancements rather than expansive capacity build-outs. Consequently, Longsys anticipates that the storage industry will continue to experience a tight supply-demand balance in the foreseeable future.