Price hike period is coming, storage chip companies' performance is improving.

On October 30th, companies in the storage chip industry such as Jiangbolong and Biaw Storage hit a new historical high in their stock prices. The recent trend of rising prices for storage chips in the past six months has not only pushed up the stock prices of these companies, but also significantly improved their performance. For example, Jiangbolong's net profit in the third quarter increased by 1994.42% year-on-year, and Shanxun Xinchuang's net profit in the third quarter increased by 42.81% compared to the previous quarter. Analysts predict that the trend of price increases in AI server storage products may continue until 2026. Industry chain companies have made sufficient preparations for the continuation of price increases and opportunities for domestic substitution.