Longsys: The supply-demand relationship in the memory industry will remain relatively tight.

On September 28, Longsys released a record of investor relations activities. Regarding future trends in storage prices, the company stated that, based on information published by third-party institutions, the implementation of AI in the cloud and on-device is a relatively clear industry trend and will bring a huge incremental increase in storage demand; affected by past cycles, overseas original manufacturers are still maintaining relatively cautious NAND capital expenditure plans, and are achieving relatively moderate NAND supply growth more through technological upgrades. Therefore, the supply-demand relationship in the storage industry will remain relatively tight.