Triple logic superposition resonance storage chip welcomes super cycle.

An AI-driven storage supercycle is accelerating globally. Overseas markets are responding first. In the past year, storage giants like Samsung's stock price has increased more than 28 times, while Western Digital's stock price has risen more than 9 times. The US stock storage sector has become one of the most eye-catching tracks in this round of AI hardware market. This enthusiasm quickly spread to the A-share market. In the past year, the stock prices of storage sector companies have continued to rise. In April 2026, stocks like Biwin Storage, Jiang Bolong, and Demingli have successively hit new highs for the year. The strong performance of the sector quickly spread to public funds. Wind data shows that as of April 17th, the annual return of Guangfa Vision Smart Selection Hybrid A Fund reached 85.79%, ranking high in the entire market. At the same time, the annual returns of Huashang Balanced Growth A Fund and China Life Anbao Industry Upgrade A Fund both exceeded 50%. Several funds heavily invested in the storage sector collectively hit new highs in net asset value. According to many fund managers, the current strength of the storage sector is not driven by a single factor, but rather the result of a resonance of demand surge, supply contraction, and domestic substitution logic. Many public institutions have given a relatively optimistic assessment of the sustainability of the storage chip sector.