2160亿→6330亿美元。

This is the change in global spending on storage chips from last year to this year. We're not talking a 20% growth or doubling—it's almost tripling.
Goldman Sachs upgraded its 2026 DRAM supply-demand gap forecast from 3.3% to 4.9%, labeling it as 'the most severe storage shortage in 15 years'. Old Haizi's DRAM, NAND, and HBM capacities are all sold out, with most allocated to Old Dazi for AI accelerators. The three major manufacturers have basically filled their capacity for the year, and the new round factory's construction cycle is 4-5 years—there's almost zero new capacity this year.
The Philadelphia Semiconductor Index has skyrocketed 60% over six weeks. Micron surged 38% in a single week, marking its best weekly performance since 2008. Old Haizi's stock price hit an all-time high, with a market cap surpassing $900 billion.
The global semiconductor industry's expected annual sales for 2026: $975 billion, a 26% year-over-year increase. In Q1, they already hit $298.5 billion.
Storage is no longer just a 'data warehouse'. In the AI economy, it's the bottleneck for computing power, a scarce resource, and the new oil. Whoever controls HBM capacity controls the pace of AI training.
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