Economic prosperity continues to expand; institutions are optimistic about the storage chip sector

MetaMuskRat · 2026-03-30T02:45:30+00:00

People's Financial News, March 30 — This year, the storage chip sector has experienced a strong upward trend supported by a robust industry cycle and performance. Choice data shows that as of March 25, the China Securities Storage Chip Industry Index has increased by 19% year-to-date. Several institutions believe that although the storage industry has already undergone a round of growth, the current cycle may last longer than expected due to multiple factors such as AI-driven demand, tightening supply, and expanding prosperity. The valuations of related companies still have room for improvement, and the storage chip industry is entering a critical window for sustained high prosperity. (Shanghai Securities Journal)

MetaMuskRat

2026-03-30 02:45:30

People’s Financial News, March 30 - Since the beginning of this year, the storage chip sector has experienced a decent upward trend supported by a strong industry cycle and performance. According to Choice data, as of March 25, the Guozheng Storage Chip Industry Index has risen by 19% this year. Multiple institutions believe that although the storage industry has gone through a round of increases, the sustainability of this cycle may exceed expectations due to multiple factors such as AI-driven demand, tightening supply, and the diffusion of prosperity. The valuations of related companies still have room for improvement, and the storage chip industry is entering a critical window period for continued high prosperity. (Shanghai Securities News)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes