The concept of storage chips continues to surge, with Shannon Chip Innovation hitting the 20CM daily limit.

MarsBitNews · 2026-04-08T05:55:22+00:00

On April 8th, storage chip concept stocks continued to rise, with Shannon Chip Innovation hitting the daily limit and Golden Sun increasing by over 15%. CITIC Securities pointed out that in the AI era, storage demand has surged, and it is expected that supply will remain tight until 2027, with a price increase trend continuing through 2026.

MarsBitNews

2026-04-08 05:55:22

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Mars Finance News April 8 reports that the storage chip concept continues to surge. Shan Rong Xin Chuang hit the 20CM daily limit, Jin Tai Yang rose more than 15%, and Dawei Shares had previously hit the daily limit. Jiangbo Long, Hengshuo Shares, Time-Space Technology, Langke Technology, KaiPu Cloud, DeMingLi, and Baitai Storage all followed suit. In terms of the news, a research report from CITIC Securities states that in the Agent AI era, compute/storage capacity is the core factor, driving the storage industry toward a long-cycle paradigm shift. AI inference leads to a dramatic increase in Token consumption; the mismatch between demand surges and manufacturers’ capacity expansions has made stock shortages a new normal. It is expected that supply-demand tightness will continue until 2027, and price increases will run through all of 2026. (Ke Gu Bao broadcast)

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