Storage chip company performance is impressive, and the industry's high prosperity will continue in 2026.

As the 2025 performance forecast of listed companies enters its peak, the profitability growth of storage chip industry chain companies has become a highlight in the market. Exploration reveals that the main reasons for the growth of storage chip companies' performance are driven by the development of AI and computation industries, the industry entering a high prosperity cycle, and continuous price increases of products. According to interviews with reporters, from a global perspective, the high prosperity of the storage chip industry is expected to continue in 2026, with price increases likely to persist throughout the year. Especially, driven by AI demand, the high prosperity of the HBM track is expected to continue until 2028. Seizing the opportunities of the prosperity cycle, storage-related listed companies are also entering a period of expanding production. In addition to leading companies such as Samsung and Micron, A-share companies such as Biwin Storage, Jiangbolong, Demingli, and Zhaoxin Innovation are actively expanding production, while companies like Puran Technology are accelerating their pace of mergers and acquisitions to strengthen their core businesses.