Storage chip shortage continues, domestic industry chain deeply benefits.

On May 11, global storage chip leaders SK Hynix and Samsung Electronics hit record highs in stock prices. The demand for AI computing power and the continuous capital investment from major factories are driving the demand for storage chips. A Goldman Sachs report shows that the market is facing the most severe shortage of storage chips in 15 years. Institutions predict that storage chip prices will continue to rise significantly in the second quarter of this year. The Chinese supply chain is also benefiting from this round of price increases. In the first quarter of this year, A-share storage companies have generally achieved high growth in performance, with many listed companies seeing their stock prices rise by over 100% since the beginning of the year.