Another trillion-dollar track has arrived!
The explosive growth of artificial intelligence is creating a trillion-dollar market demand for storage chips. The stock price of SanDisk, an American storage chip company, has skyrocketed by 559% in a year, becoming the 'king of gains' in the S&P 500 index, which intuitively reflects the super high prosperity of this track. As global investments in data centers and AI infrastructure continue to increase, the demand for high-capacity, high-efficiency storage products is expected to grow explosively in the future.
Benefiting concept stocks sorting
1. Zhaoyi Innovation
A leading domestic storage chip design company, with layouts in both NAND Flash and DRAM core areas. Its NOR Flash global market share is leading, benefiting from the growth of storage demand for AI terminal devices, with deep technical reserves and a complete product line, making it a core force for domestic storage replacement.
2. Beijing Junzheng
A leading company in automotive storage and AIoT storage chips. Through the acquisition of ISSI, its storage product line covers SRAM, DRAM, etc. Under the wave of automotive intelligence and AI edge computing, the company’s performance growth momentum is strong, making it a rare target for storage chip design.
3. Yangtze Memory Technologies
The 'national team' in storage chip manufacturing, with 3D NAND technology reaching an internationally advanced level. As a core of domestic replacement, its production capacity is steadily climbing, fully benefiting from the domestic replacement of storage chips and AI-driven demand growth, making it a key link in the supply chain.
4. Changxin Memory
A leading manufacturer of DRAM chips and a main force in domestic replacement. Its technology continues to break through, with product performance close to international first-line levels, directly benefiting from the massive demand for DRAM from servers and AI, with huge growth potential.
5. Deep Technology
A global leader in storage chip packaging and module manufacturing, providing foundry services for international giants such as Samsung and Western Digital. Against the backdrop of a high prosperity in the storage chip industry, the company maintains a high capacity utilization rate, with significant performance elasticity.
6. Jiangbolong
A leader in consumer-grade and industrial-grade storage modules, with products covering solid-state drives, memory cards, etc. Driven by the demand for storage in AI terminals and data centers, the company’s performance is growing rapidly while also laying out enterprise-level storage, opening up long-term growth space.
7. Dongxin Co.
A design company focused on medium and small capacity storage chips, with products covering NAND, NOR, DRAM three categories. Its products have high cost-performance ratios and are widely used in consumer electronics and industrial fields, fully benefiting from the industry trend of domestic replacement.
8. Puran Co.
A leading company in NOR Flash chip design, with technology at a leading domestic level. Its products are widely used in AI terminals, automotive electronics, etc., with strong downstream demand. Combined with domestic replacement, the company’s performance growth is highly certain.
9. Guoke Micro
A leader in solid-state storage main control chips, with its products applied in data centers, consumer electronics, and multiple fields. Driven by AI storage demand, the company's market share of main control chips continues to rise, making it a core beneficiary of the storage supply chain.
10. Lanke Technology
A global leader in memory interface chips, with internationally leading technological strength. Its products are core components of server memory modules, directly benefiting from the higher requirements for memory bandwidth from AI servers, with strong performance growth momentum.
11. Jucheng Co.
A leading company in EEPROM chips, with products widely used in AI terminals, automotive electronics, and other fields. Its technology is advanced, with high customer stickiness, and under the dual drive of high industry prosperity and domestic replacement, the company’s performance growth is stable.
12. Baiwei Storage
A storage module and advanced packaging company, laying out advanced packaging technologies such as Chiplet. Its products are applied in AI servers and high-end consumer electronics, benefiting from the industry trend of advanced packaging for storage chips, with huge growth potential.
13. Demingli
A storage module and main control chip company, with products covering consumer-grade and industrial-grade storage. Against the backdrop of the recovery in storage chip demand and domestic replacement, the company’s performance is growing rapidly while also laying out automotive-grade storage, opening up new growth curves.
14. Jingce Electronics
A leading company in storage chip testing equipment, with technological strength at a leading domestic level. Its products cover the full process of storage chip manufacturing testing, benefiting from the equipment demand brought about by the expansion of storage chip production capacity, with high certainty of performance growth.
15. Beifang Huachuang
A leading company in semiconductor equipment, with its storage chip manufacturing equipment covering core processes such as etching and thin film deposition. Under the backdrop of domestic replacement and expansion of storage chips, the company has abundant equipment orders, making it a core beneficiary of the supply chain.
16. Jiangfeng Electronics
A leading company in storage chip target materials, with internationally leading technological strength. Its products are key materials for storage chip manufacturing, benefiting from the demand for target materials brought about by the expansion of storage chip production capacity, with strong performance growth.
17. Xingsen Technology
A company specializing in storage chip substrates and packaging substrates, with technological strength at a leading domestic level. Its products are used in advanced packaging for storage chips, benefiting from the industry trend of advanced packaging for storage chips, with huge growth potential.
18. Yake Technology
A leading company in storage chip materials, covering key materials such as precursors and photoresists. Its products are key for storage chip manufacturing, benefiting from the material demand brought about by domestic replacement and expansion of storage chips, with stable performance growth.
19. Dinglong Co.
A leading company in CMP polishing pads for storage chips, a core force in domestic replacement. Its product performance is close to international first-line levels, benefiting from the demand for polishing pads in storage chip manufacturing, with high certainty of performance growth.
20. Wanrun Technology
A company specializing in storage chip materials and display materials, laying out core materials such as photoresists for storage chips. Its products are key for storage chip manufacturing, benefiting from the material demand brought about by domestic replacement and expansion of storage chips, with huge growth potential.
Summary
The storage chip industry is currently in a dual dividend period of explosive AI demand and domestic replacement. Related companies in the A-share market have formed a complete industrial chain covering design, manufacturing, packaging, materials, and equipment. With the continuous growth of global storage chip demand and continuous breakthroughs in domestic storage chip technology, these companies will fully benefit from the high prosperity of the industry and become the core beneficiaries of the AI era.
The information, data, and other content involved in this article are sourced from public information on the internet for reference only and do not constitute investment advice!
The explosive growth of artificial intelligence is creating a trillion-dollar market demand for storage chips. The stock price of SanDisk, an American storage chip company, has skyrocketed by 559% in a year, becoming the 'king of gains' in the S&P 500 index, which intuitively reflects the super high prosperity of this track. As global investments in data centers and AI infrastructure continue to increase, the demand for high-capacity, high-efficiency storage products is expected to grow explosively in the future.
Benefiting concept stocks sorting
1. Zhaoyi Innovation
A leading domestic storage chip design company, with layouts in both NAND Flash and DRAM core areas. Its NOR Flash global market share is leading, benefiting from the growth of storage demand for AI terminal devices, with deep technical reserves and a complete product line, making it a core force for domestic storage replacement.
2. Beijing Junzheng
A leading company in automotive storage and AIoT storage chips. Through the acquisition of ISSI, its storage product line covers SRAM, DRAM, etc. Under the wave of automotive intelligence and AI edge computing, the company’s performance growth momentum is strong, making it a rare target for storage chip design.
3. Yangtze Memory Technologies
The 'national team' in storage chip manufacturing, with 3D NAND technology reaching an internationally advanced level. As a core of domestic replacement, its production capacity is steadily climbing, fully benefiting from the domestic replacement of storage chips and AI-driven demand growth, making it a key link in the supply chain.
4. Changxin Memory
A leading manufacturer of DRAM chips and a main force in domestic replacement. Its technology continues to break through, with product performance close to international first-line levels, directly benefiting from the massive demand for DRAM from servers and AI, with huge growth potential.
5. Deep Technology
A global leader in storage chip packaging and module manufacturing, providing foundry services for international giants such as Samsung and Western Digital. Against the backdrop of a high prosperity in the storage chip industry, the company maintains a high capacity utilization rate, with significant performance elasticity.
6. Jiangbolong
A leader in consumer-grade and industrial-grade storage modules, with products covering solid-state drives, memory cards, etc. Driven by the demand for storage in AI terminals and data centers, the company’s performance is growing rapidly while also laying out enterprise-level storage, opening up long-term growth space.
7. Dongxin Co.
A design company focused on medium and small capacity storage chips, with products covering NAND, NOR, DRAM three categories. Its products have high cost-performance ratios and are widely used in consumer electronics and industrial fields, fully benefiting from the industry trend of domestic replacement.
8. Puran Co.
A leading company in NOR Flash chip design, with technology at a leading domestic level. Its products are widely used in AI terminals, automotive electronics, etc., with strong downstream demand. Combined with domestic replacement, the company’s performance growth is highly certain.
9. Guoke Micro
A leader in solid-state storage main control chips, with its products applied in data centers, consumer electronics, and multiple fields. Driven by AI storage demand, the company's market share of main control chips continues to rise, making it a core beneficiary of the storage supply chain.
10. Lanke Technology
A global leader in memory interface chips, with internationally leading technological strength. Its products are core components of server memory modules, directly benefiting from the higher requirements for memory bandwidth from AI servers, with strong performance growth momentum.
11. Jucheng Co.
A leading company in EEPROM chips, with products widely used in AI terminals, automotive electronics, and other fields. Its technology is advanced, with high customer stickiness, and under the dual drive of high industry prosperity and domestic replacement, the company’s performance growth is stable.
12. Baiwei Storage
A storage module and advanced packaging company, laying out advanced packaging technologies such as Chiplet. Its products are applied in AI servers and high-end consumer electronics, benefiting from the industry trend of advanced packaging for storage chips, with huge growth potential.
13. Demingli
A storage module and main control chip company, with products covering consumer-grade and industrial-grade storage. Against the backdrop of the recovery in storage chip demand and domestic replacement, the company’s performance is growing rapidly while also laying out automotive-grade storage, opening up new growth curves.
14. Jingce Electronics
A leading company in storage chip testing equipment, with technological strength at a leading domestic level. Its products cover the full process of storage chip manufacturing testing, benefiting from the equipment demand brought about by the expansion of storage chip production capacity, with high certainty of performance growth.
15. Beifang Huachuang
A leading company in semiconductor equipment, with its storage chip manufacturing equipment covering core processes such as etching and thin film deposition. Under the backdrop of domestic replacement and expansion of storage chips, the company has abundant equipment orders, making it a core beneficiary of the supply chain.
16. Jiangfeng Electronics
A leading company in storage chip target materials, with internationally leading technological strength. Its products are key materials for storage chip manufacturing, benefiting from the demand for target materials brought about by the expansion of storage chip production capacity, with strong performance growth.
17. Xingsen Technology
A company specializing in storage chip substrates and packaging substrates, with technological strength at a leading domestic level. Its products are used in advanced packaging for storage chips, benefiting from the industry trend of advanced packaging for storage chips, with huge growth potential.
18. Yake Technology
A leading company in storage chip materials, covering key materials such as precursors and photoresists. Its products are key for storage chip manufacturing, benefiting from the material demand brought about by domestic replacement and expansion of storage chips, with stable performance growth.
19. Dinglong Co.
A leading company in CMP polishing pads for storage chips, a core force in domestic replacement. Its product performance is close to international first-line levels, benefiting from the demand for polishing pads in storage chip manufacturing, with high certainty of performance growth.
20. Wanrun Technology
A company specializing in storage chip materials and display materials, laying out core materials such as photoresists for storage chips. Its products are key for storage chip manufacturing, benefiting from the material demand brought about by domestic replacement and expansion of storage chips, with huge growth potential.
Summary
The storage chip industry is currently in a dual dividend period of explosive AI demand and domestic replacement. Related companies in the A-share market have formed a complete industrial chain covering design, manufacturing, packaging, materials, and equipment. With the continuous growth of global storage chip demand and continuous breakthroughs in domestic storage chip technology, these companies will fully benefit from the high prosperity of the industry and become the core beneficiaries of the AI era.
The information, data, and other content involved in this article are sourced from public information on the internet for reference only and do not constitute investment advice!