According to media reports, Jiao Youjun, the chairman of the memory giant Winbond Electronics, said that memory sales have gradually increased in the second quarter of this year, and it is expected that quantity will come first, and price will follow later. He has a positive outlook on the memory industry for the next two years and believes that 2025 will be a significantly positive year, and describes next year's market conditions as "significantly optimistic". As for product quotes and new product progress, this quarter's DDR3 and DDR4 contract prices continue to rise, estimated to rise by single-digit percentage point each quarter, along with the continuing price increases.

According to Gartner's previous forecast, storage chip demand will experience strong recovery in 2024, and revenue is estimated to soar by 66.3%. The storage industry is expected to usher in a new round of cyclical prosperity. Yongxing Securities said that the industry chain is expected to hit bottom and rebound, benefiting from supply-side push for rising prices, gradually returning inventory to normal, AI driving up HBM, SRAM, DDR5 demand.

According to the Financial Data Center, among related listed companies:

Sharetronic Data Technology has a complete product line in the SSD product portfolio and has long-term and deep cooperation with Lenovo on data storage equipment, mainly including solid-state drives, mechanical hard drives, and so on.

Tech-Compass is a leading storage chip module provider, covering all types of NANDFlash flash memory products such as mobile storage, solid-state drives, and embedded storage.