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The storage zone performed explosively today, with flash memory directly pumping out a bullish belt hold of over 38%.
In fact, this wave of market trends is traceable. Since the third quarter, I've been paying close attention to the storage line, with DDR4/DDR5 memory modules continuously in short supply, and the demand for NAND and NOR flash memory is also visibly strong. More importantly, the price increases upstream have already begun to transmit to terminals like mobile phones and laptops.
Last night, the announcement from Huahong Semiconductor provided solid proof – their NOR FLASH's growth rate in Q3 outpaced the entire market average, and the management even stated that the flash memory business will maintain strong growth in the coming quarters and even years.
Counterpoint's forecast is even more aggressive: memory prices may rise by about 50% before Q2 2026. It seems that this storage cycle has just started to warm up.