AI Revives Toilet Firm, Ignites Chip Supercycle
AI has rescued a toilet company from decline. It also sparks a storage chip supercycle amid the worst supply-demand imbalance in 40 years.
Search
Tag: #storage-chips12 results
China Chip Exports Boom 73% on AI
China's IC exports surged 72.6% to $43.3B in early 2026, with ASP up 52%, driven by AI server peripherals like PMICs, PCIe retimers, storage filling HBM gaps, and 28nm+ capacity.
AI Boom Rockets Storage Prices 300%
DRAM and NAND Flash prices surge to decade highs, up over 300% driven by AI demand and HBM shortages. Chinese firms lack pricing power, following Samsung/SK Hynix leads. Yangtze Storage and CXMT advance with competitive NAND and DRAM tech.
Baiwei Storage Jan-Feb Profit 1.5-1.8B CNY
Baiwei Storage expects Jan-Feb revenue of 4-4.5 billion yuan, up 340-395% YoY. Net profit to parent at 1.5-1.8 billion yuan, turning from loss to profit.
Pran Shares Acquires NAND Leader
Pran Shares surges 20cm on plan to fully acquire SkyHigh Memory (SHM) via 2.47B RMB deal, gaining SLC NAND tech from SK Hynix lineage. SHM leads in industrial/auto storage chips with 2025 revenue 13.49B RMB, 99% overseas sales. Complements Pran's NOR Flash for full non-volatile portfolio.
⚙️
中电港 Q1 Profit Surges 87% on Storage Boom
中电港 Q1 revenue hit 298.62亿元, up 144.36% YoY, with net profit at 1.58亿元, up 87.38% YoY. Surge driven by global storage industry explosion and rising chip prices boosting demand. This reflects strong memory market tailwinds.
Xiaomi 2025: Cars as Third Pillar, Storage Costs Surge
Xiaomi positions its automotive business as the third major growth engine for 2025. However, the company faces rapidly escalating storage costs. President Lu Weibing states that storage chip prices are rising even faster than the most aggressive forecasts.
DRAM & NAND Prices Surge 12% MoM
February saw DRAM and NAND flash average prices rise over 12% month-over-month, extending prior uptrends. This is the first simultaneous double-digit monthly gain for both major storage chips.
Five Shifts Transform Storage Chip Wars
The storage chip industry faces five major changes altering competition fundamentals. Key shifts are reshaping market dynamics. Critical for data-intensive sectors like AI.
ChiNext Surges 2% on Chip, Compute Gains
ChiNext index climbs over 2%, with Shanghai Composite up 0.43% and Shenzhen Component up 1.28%. Leading sectors include lab-grown diamonds, storage chips, compute leasing, and power grids, as nearly 3300 stocks rise across markets.