AI Drives Strong Growth in Storage Chip Demand, Full-Year Price Increases "No Surprise"

MetaMuskRat · 2026-03-17T02:07:22+00:00

On March 16, A-share memory chip concept stocks surged across the board, as global memory chips entered a "super prosperity cycle" with prices rising broadly. Industry insiders predict that Q2 price increases are confirmed, with HBM capacity gaps reaching 50% to 60%.

MetaMuskRat

2026-03-17 02:07:22

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People’s Financial News, March 17 — On March 16, A-shares storage chip concept stocks surged collectively, with stocks like Longke Technology, Baiwei Storage, GigaDevice, Demingli, and Puran Co., Ltd. rising sharply. According to reports, the global storage chip market has entered a “super boom cycle,” with prices continuously increasing. Several industry insiders interviewed by reporters stated that in the spot market, some storage products have already increased in price by nearly 20% since February; in the futures market, driven by Samsung and SK Hynix, the global storage price hikes for the second quarter have been confirmed, and the HBM (High Bandwidth Memory) capacity gap is expected to reach 50% to 60% for the whole year. Price increases remain the main trend. (Shanghai Securities Journal)

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