In-depth Interpretation of the Storage Super Cycle: Domestic Manufacturers Rank Among Global Top Four, Strongest Validation of Hard Technology Investment Logic

2026-08-07 03:31:23 107 Read

In 2026, memory chips entered a 'super cycle,' with AI demand driving continuous increases in DRAM and NAND prices, with Huqiangbei spot cumulative increases exceeding 300%. CXMT Technology was listed on the STAR Market, ranking first in A-share market value, and domestic manufacturers like BW Storage and Rise Technology have seen performance explosions, accelerating the capitalization process of the storage industry chain. This article provides an in-depth analysis of why hard technology invest

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