The storage sector is under short-term pressure, but the upward price trend is expected to continue.

Recently, several leading companies in the storage industry released their 2025 performance reports, showing a significant year-on-year increase in operating income, confirming the continuation of the industry's prosperity cycle. However, a series of recent news has led to a noticeable pullback in the storage sector, with market concerns about supply and demand dynamics in the industry increasing. Under short-term pressure, how will the storage sector evolve in the future? Industry insiders believe that short-term disruptions do not change the core logic of the price increase cycle, and memory prices are expected to continue to rise in the second quarter of 2026. In the medium to long term, as various new solutions are continuously introduced in different parts of the AI industry chain, traditional storage giants may face a redefinition of their influence in the industry chain, leading to further differentiation in the storage industry.