Side AI driving the next round of growth: domestic storage chips embrace new opportunities.

Recently, the first Micro-Storage Forum was held in Zhangjiang, Shanghai. Attendees believe that from 2025 to 2027, the overall supply-demand ratio will be in a state of shortage, and the trend of rising prices for storage chips is expected to continue. 2027 may become a turning point year for observing price trends. However, it should be noted that the quarter-over-quarter increase in storage prices in the second quarter of 2026 has narrowed, and in the short term, there may be a period of consolidation. It is worth noting that the growth of AI computing power is shifting from cloud training to edge-side inference, bringing new opportunities for niche storage with low power consumption and fast response advantages. In addition, international giants such as Samsung and SK Hynix are shifting their production capacity to high-margin products such as HBM. Domestic chip companies are expected to see growth as a result.