According to media reports, Pan Jiancheng, CEO of the NAND Flash Control IC Vendor Group, said on the 7th that as major memory chip manufacturers cut production one after another and some terminal markets pick up, NAND market conditions have begun to strengthen and prices have risen; recently, customers have become more aggressive in pitching, but market supply continues to be limited due to production cuts by major manufacturers, and it is expected that there will be a wave of shortages next year.

Minsheng Securities released a research report saying that storage supply and demand have gradually improved, and recent high-frequency prices indicate that storage prices have reached an inflection point, and the upward trend in the storage cycle is clear. Currently, mobile phones and PCs are gradually recovering, demand is expanding, and AI-driven storage technology upgrades and capacity increases, so we are optimistic about investment opportunities in the storage industry.

According to the Finance Federation's theme library, among the relevant listed companies:

DemingliFocus on flash memory main control chip+firmware solutions and build a core technology platform, covering chip design, firmware solutions and algorithms, product design and testing, etc.

Same technologyIt has comprehensive software and hardware development capabilities from chips, components, complete machines, underlying software, core software, and management software to create a full range of autonomous and controllable storage product lines, including distributed storage, centralized storage, all-flash storage, reinforced storage, and application customized storage.