The price increase cycle has arrived, and the performance of storage chip companies is improving

Zhitong
2025.10.30 19:56

On October 30th, LONGSYS, Biwin, and other storage chip companies' stock prices reached new historical highs. The recent surge in storage chip prices over the past six months has not only boosted these companies' stock prices but also significantly improved their performance. For example, LONGSYS's net profit in the third quarter increased by 1994.42% year-on-year, while Shannon Semi's net profit in the third quarter grew by 42.81% quarter-on-quarter. Analysts expect that the price increase of AI server storage products may continue until 2026. Industry chain companies are well-prepared for the continuation of price increases and opportunities for domestic substitution

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