Memory "shortage" continues: Longsys (301308.SZ) positions itself for new opportunities with self-developed controller chips and enterprise-grade storage

Zhitong Finance APP has learned that memory chips are becoming one of the most prosperous segments in the current semiconductor industry chain. TrendForce Consulting forecasts show that in the fourth quarter of 2026, DRAM contract prices will still maintain a double-digit month-on-month increase, and the market supply-demand imbalance will continue. The implementation of AI is driving memory from an electronic product accessory to core hardware that determines inference performance. Against this backdrop, as the first independent memory company in China listed in both "A+H" markets, Longsys (301308.SZ) is relying on two major pillarsedge AI memory and enterprise-grade memoryto deeply position itself in this round of industrial upgrading.