Industry insiders: the price increase of storage chips may persist throughout the year, and the rise of the Chinese industry has become a "trump card".

Currently, the inventory of DRAM and NAND chips is only enough to sustain about 4 weeks, and the continuing price increase has become a certainty. Just after the Chinese New Year of the Horse in 2026, the latest statement from global storage giant SK Hynix has once again heated up the trend of rising prices in the global storage market. Industry insiders generally predict that the global storage chip price hike will continue throughout the entire year of 2026. After years of development, the Chinese storage industry has formed a pattern with ChangXin Technology dominating the high-capacity storage chip market with DRAM, Yangtze Memory Technology leading in NAND Flash, Dongxin Stock focusing on niche storage, Beijing Junzheng specializing in SRAM storage, and smaller players like Zhiyou Innovation and Purui Stock supplementing the market with small to medium capacity flash memory products. It is widely anticipated in the industry that with the support of the capital market, Chinese storage chip production capacity is expected to gradually release from the second half of 2026 to 2027, effectively alleviating the global storage supply shortage situation and stabilizing or even reducing storage prices, becoming the winner of this round of global storage chip price hike trend.