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Storing the "super cycle" into the performance realization phase
Mars Finance News, April 24 — Recently, the performance disclosures of A-share storage industry chain listed companies for the first quarter have been densely released. The single-quarter profits exceeding the entire previous year send a clear signal to the market: the AI-driven storage “super cycle” has begun to enter the performance realization phase.
It is understood that, against the backdrop of HBM capacity being pre-ordered and storage prices continuously soaring, the current supply-demand imbalance in storage chips will last at least until 2027. As AI computing power demand shows exponential growth, the storage industry is experiencing a “paradigm shift” from cyclical fluctuations to structural growth. (Shanghai Securities News)