AI Super Cycle Drives Surge in Demand; Multiple Memory Chip Companies Forecast Positive Q1 Earnings

Shannon Semi expects its net profit to increase by up to 87 times year-on-year, and TWSC anticipates a significant year-on-year turnaround from losses... Driven by the dual impetus of exploding AI server demand and a wave of product price increases, several memory chip companies are likely to deliver stellar first-quarter reports. "Although the recent news about 'physical memory potentially being replaced' had a considerable impact on the memory chip sector, the outstanding performance data of related companies still reflects a positive industry outlook," said an individual familiar with the AI industry. Coupled with structural global capacity tightness and consistently full order books, the memory chip industry is entering a new super cycle led by the AI computing power revolution, with a clear growth trend for the entire year. (Shanghai Securities News)