Industry insiders: The price increase of memory chips may continue throughout the year, with the rise of the Chinese industry becoming a "deciding factor."

Currently, the inventory of DRAM (Dynamic Random Access Memory) and NAND (Flash Memory) is only enough to last about 4 weeks, and the continuous price increase has become a foregone conclusion... Just after the Spring Festival in the Year of the Horse in 2026, the latest statement from global storage giant SK Hynix has once again heated up the price surge in the global storage market. Industry insiders generally expect that the price increase of global storage chips will continue throughout 2026. After years of development, China's storage industry has formed an industrial pattern led by Changxin Technology's DRAM and Yangtze Memory's NAND Flash for large-capacity storage chips, supplemented by Dongxin Technology's niche storage, Beijing Junzheng's SRAM (Static Random Access Memory) storage, as well as smaller capacity flash memory from companies like Zhaoyi Innovation and Puran. The industry widely predicts that with the support of the capital market, China's storage chip production capacity is expected to gradually be released from the second half of 2026 to 2027, which will effectively alleviate the global storage supply tightness and promote storage prices to stabilize or even decline, becoming the "deciding factor" in this round of global storage chip price surge. (Shanghai Securities Journal)