The storage chip industry has entered a new stage. From industry position, performance growth, capital flow, and market consensus, there are indeed several core players worth paying attention to.

GigaDevice Innovation, as a leading company in storage chip design, maintains a global leading position in the NOR Flash field, while the growth rate of their DRAM and MCU businesses is also accelerating—this indicates they are shifting from single-product focus to diversified chip solutions.

Baiwei Storage is pursuing a storage module route, with recent performance pre-increases exceeding 4 times, backed by early investment in technological layout. Jiangbolong also shows high growth in the same track, making the competitive landscape very interesting.

Lianqi Technology focuses on the critical node of memory interface chips, with demand for DDR5 and HBM continuously releasing, making this position indeed easy to benefit. Changdian Technology, as a leader in packaging and testing, finds its advanced packaging technology's leading advantage becoming even more valuable in the era of high-end chips.

These five companies cover the entire industry chain from design, modules, interfaces to packaging and testing, each with clear growth logic.