---
title: "Storage 'Super Cycle' Enters Earnings Realization Phase; Multiple Storage Companies Report Single-Quarter Profits Exceeding Full-Year Totals from Previous Year"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283901597.md"
description: "Recently, A-share listed companies in the storage industry chain, such as Biwin, Shannon Semi, and TWSC, have reported single-quarter profits exceeding their full-year totals from last year, signaling that the AI-driven storage 'super cycle' has entered its earnings realization phase. With HBM capacity pre-booked and storage prices surging continuously, the market dynamic of supply falling short of demand for storage chips is expected to persist until 2027. As AI computing power demand grows exponentially, the storage industry is undergoing a paradigm shift from cyclical volatility to structural growth"
datetime: "2026-04-23T22:22:51.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283901597.md)
  - [en](https://longbridge.com/en/news/283901597.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283901597.md)
---

# Storage 'Super Cycle' Enters Earnings Realization Phase; Multiple Storage Companies Report Single-Quarter Profits Exceeding Full-Year Totals from Previous Year

According to Shanghai Securities News, recently, first-quarter financial results for A-share listed companies in the storage industry chain were disclosed in rapid succession. Companies such as Biwin, Shannon Semi, and TWSC reported single-quarter profits exceeding their full-year totals from the previous year, sending a clear signal to the market: the AI-driven storage "super cycle" has begun entering its earnings realization phase.

Interviews revealed that with HBM capacity pre-booked and storage prices jumping consecutively, the current market situation where supply falls short of demand for storage chips will last at least until 2027. As AI computing power demand exhibits exponential growth, the storage industry is experiencing a "paradigm shift" from cyclical fluctuations to structural growth.

### Related Stocks

- [300475.CN](https://longbridge.com/en/quote/300475.CN.md)
- [688525.CN](https://longbridge.com/en/quote/688525.CN.md)
- [001309.CN](https://longbridge.com/en/quote/001309.CN.md)

## Related News & Research

- [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md)
- [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md)
- [06:07 ETStandardC Launches AI Platform for Financial Institutions, Where Customer PII Is Never Shared With AI Models (Patent Pending)](https://longbridge.com/en/news/286892045.md)
- [These 3 engineering roles are now converging, says EY's AI leader](https://longbridge.com/en/news/286538922.md)
- [11:30 ETDageno Launches Issues Panel and High-volume Prompt Miner to Help Growing Brands Turn AI Search Signals Into Growth Tasks](https://longbridge.com/en/news/286939643.md)