Global Storage Chip Shortage May Continue Until 2030! Storage Chip Boom, Baividian Storage up over 7%! Chip ETF with High Storage Content Huitian Fuhui (516920) up nearly 2%!

Driven by hot news, storage chip stocks collectively strengthen. The entire market’s storage content and the lowest fee tier chip ETFs, Huichuanfu (516920), rose nearly 2%. In terms of capital flow, Huichuanfu (516920) chip ETF has attracted funds on 2 of the past 5 days!

On the news front, on March 17 local time, at the NVIDIA GTC conference in San Jose, California, South Korea’s SK Group Chairman Choi Tae-won’s remarks caused a shock in the global semiconductor industry. He stated: “Due to AI-driven demand continuously exceeding supply, and systemic bottlenecks in chip production, the global shortage of storage chips is likely to persist until 2030. Meanwhile, prices for various storage chips such as DRAM, NAND, and HBM will continue to rise, and the upward trend may last for a long time.”

Most of the popular stocks in the target index of Huichuanfu (516920) chip ETF are in the green, with storage chips leading the way: Biyi Storage up over 7%, Beijing Junzheng up over 5%, Jiangbolong up over 4%, GigaDevice up over 3%, Lankes Technology up over 2%.

Note: The popular stocks in the target index are for display purposes only and are not recommendations for individual stocks.

【Storage chip industry faces explosive demand growth!】

Since the second half of 2025, the storage market has continued to rise, initiating a new round of price increases, attracting high market attention. According to data released by TrendForce in February 2026, the spot prices of storage chips have increased by over 300% in the past three months. It is expected that in the first quarter of 2026, DRAM (memory) prices will increase by 80% to 95%, with mainstream 12GB LPDDR5X memory costs rising from 200 yuan to nearly 600 yuan. During the same period, the cost of 256GB UFS 4.0 flash memory also increased by 80% to 90%. Notably, the price fluctuation cycle for memory has shortened to the shortest in history, with some months seeing two price adjustments.

Regarding the causes of this price increase cycle, industry insiders say that the structural changes in AI inference, especially the application of key-value cache (KVCache) and retrieval-augmented generation (RAG) technology, have significantly expanded storage demand. Coupled with rapid expansion of AI infrastructure and HDD supply shortages, these factors jointly drive explosive growth in storage demand.

Looking ahead, the storage chip industry’s boom cycle is expected to continue. Dongguan Securities believes that the rapid increase in high-density storage demand from AI data centers will keep pushing up storage chip prices, boosting profits for related companies. Semiconductor equipment and materials companies will benefit from advanced process capacity expansion and domestic supply chain development. With policy support, the overall industry outlook remains optimistic.

【Storage chip companies perform well!】

As listed companies’ 2025 performance forecasts peak, the profitability of storage chip industry chain companies has become a highlight in the market. It is found that the main reason for their performance growth is the high prosperity cycle driven by AI and computing power industry development, with continuous product price increases. Globally, the high prosperity of the storage chip industry is expected to persist into 2026, with price hikes likely continuing throughout the year. Especially under AI demand, the high prosperity of the HBM (high bandwidth memory) sector may extend to 2028. To seize this cycle, listed storage-related companies are also expanding production. Besides leading companies like Samsung, SK Hynix, Micron, and SanDisk, A-share companies such as Biyi Storage, Jiangbolong, and GigaDevice are actively expanding capacity.

Biyi Storage’s earnings report shows that in 2025, the company achieved a total revenue of 11.296 billion yuan, up 68.72% year-on-year; net profit attributable to parent company owners was 867 million yuan, up 437.56%. The company stated that during the reporting period, it seized industry opportunities, expanded globally with top clients, and achieved significant growth in market and business, with product sales increasing substantially year-on-year.

Lankes Technology’s earnings report shows that in 2025, revenue reached 5.456 billion yuan, up 49.94%; net profit attributable to parent owners was 2.236 billion yuan, up 58.35%. According to the announcement, benefiting from AI industry trends and strong industry demand, the company’s interconnect chip shipments increased significantly, driving a large increase in related product sales revenue.

Huichuanfu (516920) chip ETF tracks the CSI Chip Industry Index, which includes 50 constituent stocks, of which 14 are storage concept stocks, with a “storage” content of up to 38.5%!

According to the CSI three-level industry classification, the index comprises 72% integrated circuits, 23% semiconductor materials and equipment, 3% electronic terminals and components, 2% optical optoelectronics, and 1% discrete devices. As of March 3, the top ten constituent stocks account for 56.85% in total! Additionally, Huichuanfu (516920) chip ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, making it the lowest fee tier among chip-themed ETFs!

Risk reminder: Funds carry risks; investments should be cautious. Huichuanfu (516920) chip ETF is a higher-risk product (R4), suitable for investors with a risk level of at least C4 after risk assessment. The stocks mentioned are only objective listings of index components; the information provided is for reference only. Investors are responsible for their own investment decisions. Any opinions, analysis, or forecasts in this article do not constitute investment advice. When subscribing or redeeming ETF units, authorized brokers may charge a commission not exceeding 0.50%, including fees charged by stock exchanges and registrars. For other funds, please refer to the respective fund’s prospectus and legal documents.