--- title: "The storage chip sector experiences a V-shaped fluctuation" type: "News" locale: "en" url: "https://longbridge.com/en/news/291770774.md" description: "On July 6th, the storage chip sector experienced a V-shaped fluctuation, with the EDA concept leading the gains. Institutions expect the trend of rising storage prices to continue, with TrendForce predicting that DRAM and NAND prices will increase quarter-on-quarter in Q3 2026. Bank of America Securities believes that AI demand is driving the industry into a super cycle, forecasting that the global storage market size will exceed USD 1.2 trillion by 2027" datetime: "2026-07-06T07:43:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291770774.md) - [en](https://longbridge.com/en/news/291770774.md) - [zh-HK](https://longbridge.com/zh-HK/news/291770774.md) --- # The storage chip sector experiences a V-shaped fluctuation \[Global Network Finance Comprehensive Report\] On July 6th, from the market perspective, the EDA concept performed well, with Geling Electronics rising 20.01% to hit the limit, Huada Jiutian rising 14.05%, and Tongji Technology, Anlu Technology, and Guangliwei also following suit. Looking ahead, institutional analysis believes that the trend of rising prices for memory chips may continue. According to the latest report from TrendForce, a globally renowned industry research institution, it is expected that in the third quarter of 2026, the contract prices for traditional DRAM products will increase by 13% to 18% quarter-on-quarter, while NAND flash contract prices will increase by 10% to 15% quarter-on-quarter. JP Morgan's latest research report states that although investors generally recognize the tight balance between supply and demand for storage, there are doubts about the sustainability of AI storage's share in cloud service providers' capital expenditures. This year, the proportion is expected to reach 52%, with market expectations that it will exceed 70% next year. Bank of America Securities, on the other hand, holds a more optimistic view, believing that the global storage industry is entering a super cycle that may last until 2027 or even longer. Unlike previous short cycles dominated by PC and mobile inventory replenishment, the core of this round of prosperity is the surge in demand for high bandwidth memory (HBM), advanced DRAM, and enterprise-level SSDs driven by AI servers, while supply-side expansion is constrained by capital, technology, factory, and infrastructure limitations. Bank of America Securities expects the global DRAM and NAND market size to reach USD 876.8 billion by 2026 and exceed USD 1.2 trillion by 2027. This growth is based on significant price increases, expanding AI server storage demand, continuous release of HBM, and constrained supply. 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