In-depth analysis of the soaring server storage market quotes in the second half of 2026, revealing hard tech investment logic and future trends, providing strategic layout references for investors.
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
The latest report from the Semiconductor Industry Association (SEMI) shows that global semiconductor equipment sales grew by 12% year-on-year in the first half of 2026, with China's market share reaching 38%, ranking first globally for four consecutive years. This data reflects the deep logic of hard technology investment: under the resonance of memory chip expansion, AI computing power demand, and the domestic substitution wave, semiconductor equipment and materials have become core tracks with
With the explosive growth of AI large model training and inference demands, HBM (High Bandwidth Memory) has become the most promising market in memory chips. SK Hynix, Samsung, and Micron are successively advancing HBM4 mass production, driving an investment boom across the industry chain. This article deeply analyzes the HBM market landscape, technological evolution, and investment logic, revealing why focusing on the HBM track is crucial for heavy investment in hard technology.
In Q2 2026, global memory chip manufacturers' capital expenditure surged significantly, with DRAM and NAND expansion plans driving a surge in semiconductor equipment orders. This article provides an in-depth analysis of the new logic in hard tech investment shifting from product price increases to capacity expansion and equipment localization during the memory expansion cycle, offering cutting-edge insights for investors.
In July 2026, global memory chip market rebounded strongly after two-year trough. DRAM and NAND prices rose 3 consecutive months, with AI & EV demand driving new upcycle. This article analyzes memory trends and deciphers cyclical logic and layout opportunities for hard-tech investment.
On July 29, 2026, CXMT announced a breakthrough in 1βnm DRAM process R&D, with mass production expected by 2027. This milestone marks a new phase in China's storage chip localization and reaffirms the deep-tech investment thesis: autonomous technology control, high-demand certainty, and sustained policy support. This article analyzes the impact on deep-tech investment landscape, covering storage chip price trends, supply chain opportunities, and long-term investment value.
As H2 2026 begins, hard-tech investment remains hot. This article reviews latest institutional moves & industry dynamics, focusing on quantum computing, brain-computer interfaces, and nuclear fusion, analyzing the underlying logic of heavy hard-tech positions and future outlook for investors.
In H1 2026, global hard tech investment grew 35% YoY, with quantum computing and synthetic biology becoming the hottest tracks. This article analyzes the core logic, key drivers, and future trends of hard tech investment, exploring why institutional heavy allocation in hard tech has become a long-term strategy.
In-depth analysis of the investment prospects of the US semiconductor sector under the 2nm process competition in 2025, analyzing the technology roadmaps and market impacts of giants like TSMC, Intel, and NVIDIA, exploring the investment significance of the semiconductor upgrade cycle.
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