The prices of storage chips continue to rise, ushering in a "super cycle," with financing funds pouring into these stocks

Zhitong
2025.10.24 00:09

According to reports, storage chip giants Samsung Electronics and SK Hynix will raise prices for storage products, including DRAM and NAND, by up to 30%. Morgan Stanley predicts that under the AI boom, the storage chip industry is expected to welcome a "super cycle." From the performance of the secondary market, storage chip concept stocks have shown impressive gains this year. According to statistics from Securities Times·Data Treasure, 18 stocks have doubled in cumulative gains this year, with Kaipu Cloud, Dosilicon, Shannon Semiconductor, Demingli, and Chengbang Co., Ltd. ranking in the top five for cumulative gains. Kaipu Cloud has risen 294.77% this year, ranking first. From a funding perspective, as of October 22, the storage chip sector has seen a net inflow of financing funds of 2.858 billion yuan since October, with 19 stocks receiving net financing purchases exceeding 100 million yuan. Beijing Junzheng, Yake Technology, and Zhaoyi Innovation have the highest net financing purchases, at 703 million yuan, 527 million yuan, and 477 million yuan, respectively

Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.