Storage chip industry will remain highly prosperous and global manufacturers are busy expanding production in 2026.

With the peak period of performance forecast for listed companies in 2025, the profit growth of storage chip industry chain companies has become a highlight in the market. Investigation reveals that the main reasons for the performance growth of storage chip companies are driven by the development of AI and computing power industries, entering a high boom cycle, and continuous price increases of products. According to interviews from reporters, globally, the high boom cycle of the storage chip industry is expected to continue in 2026, with price increases likely to continue throughout the year. Particularly, under the demand driven by AI, the high boom cycle of the HBM track is expected to continue until 2028. Seizing the opportunity of the boom cycle, storage-related listed companies are also entering a period of expansion. In addition to top companies like Samsung and Micron, A-share companies such as Ba Wei Storage, Jiang Bolong, De Mingli, and Zhao Yi Innovation are actively expanding production, while companies like Puran Shares are accelerating their merger pace to strengthen their core business. With the increase in capital expenditure and the acceleration of expansion pace for both production and capacity, the Chinese storage industry is rapidly developing, presenting unprecedented investment opportunities for the entire industry chain.