AI drives strong growth in demand for storage chips, prices are expected to rise throughout the year with "no suspense".

On March 16th, A-shares storage chip concept stocks collectively surged, with individual stocks such as Langke Technology, Biwin Storage, Zhaoxin Innovation, Demingli, and Puran Shares rising significantly. In terms of news, the global storage chip industry has entered a "super boom cycle," with prices continuously on the rise. Several industry insiders interviewed by reporters stated that in the spot market, some storage products have already increased in price by nearly 20% compared to February; in the contract market, led by Samsung and SK Hynix, the global storage market has confirmed price increases for the second quarter. The HBM production capacity gap for the whole year is estimated to reach 50% to 60%, and price increases remain the main theme.