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

date
30/09/2026
Regarding how to view future trends in storage prices, on September 29, Longsys stated in its latest disclosed investor relations activity record 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 huge incremental demand for storage; affected by past cycles, overseas original manufacturers still maintain relatively cautious NAND capital expenditure plans, and are more likely to achieve relatively moderate NAND supply growth through technological upgrades. Therefore, the supply-demand relationship in the storage industry will remain relatively tight.