Memory chips are the most important segment of the semiconductor market, mainly divided into flash memory and memory. The data shows that since this year, the price of memory chips has increased by about 50% compared to the same period last year. The head of a storage company said that starting at the end of 2023, the semiconductor storage industry has gradually entered an upward cycle, and it has received several notifications from upstream memory chip manufacturers to raise contract prices this year. According to some reports, the price of memory chips may continue to rise. The contract price for new DRAM memory products is expected to rise 13% to 18% in the second quarter of this year.

With the explosive development of AI technology, AI applications are gradually expanding from servers to AI mobile phones and AIPC terminals, and AI servers have significantly increased the requirements for storage performance and capacity. Shanxi Securities said that the upward trend in prices is clear, and storage has entered a new upward cycle to seize the opportunity of a reversal of the industry cycle. In the future, as operating margins improve due to continued increases in storage prices, leading storage vendors are expected to face a double blow from Davis in terms of performance and valuation, and there is plenty of room for a rebound in the industry.

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

Lanqi Technology is one of the three mainstream DDR5 memory interface chip suppliers in the world, leading the industry. In January 2024, the company launched the fourth generation DDR5 RCD chip, which supports a data rate of 7200MT/S, and has sent engineering samples of this product to major memory manufacturers.

Jiang Bolong has two major storage brands, industry-class storage ForeSee and international high-end consumer Lexar, leading the market share of many storage products.