Shenzhen Huaqiang: Tight Supply and Strong Demand for Storage Chips Remain Unchanged

36Kr learned that Shenzhen Huaqiang stated on its interactive platform that the current storage market is in a high-growth cycle driven by AI computing power infrastructure. Under the dual effects of massive incremental demand released by AI computing infrastructure and the strong 'siphoning' of advanced capacity, supply of storage chips remains tight and prices continue to rise. While price increases were significant in the first half of the year and are expected to moderate in the second half, the pattern of tight supply and strong demand for storage chips has not changed.