Storage sector faces short-term pressure; the upward price trend is expected to continue.

Ask AI · How will industry divergence change the competitive landscape for traditional storage vendors?

[Storage sector faces short-term pressure; an upward price trend may continue] On April 3, Caixin News Agency reported that recently, several leading companies in the storage industry released their 2025 annual performance reports. Their operating revenue all increased significantly year over year, which proves that the industry’s boom cycle is continuing. However, a series of recent developments has caused the storage sector to see a noticeable pullback, and concerns about the supply-demand dynamics in the storage industry have accordingly intensified in the market. Under short-term sector pressure, how will the storage sector perform going forward? Industry insiders believe that short-term disruptions will not change the core logic of the price-hike cycle, and memory prices are still expected to continue rising in the second quarter of 2026. Looking at the long term, as each link in the AI industry chain continues to roll out new solutions, the voice and influence of traditional storage giants within the industry chain may be subject to redefinition, and the storage industry may further differentiate. (China Securities Journal)