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

MetaMuskRat · 2026-04-02T23:40:18+00:00

Although the storage industry showed a significant increase in revenue in the 2025 annual performance report, recent market corrections have triggered supply and demand concerns. Industry insiders believe that short-term disturbances will not affect the upward pricing trend, and memory prices are expected to rise in the second quarter of 2026. Additionally, the development of the AI industry chain may reshape the position of traditional storage giants.

MetaMuskRat

2026-04-02 23:40:18

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People’s Finance News, April 3—Recently, several leading companies in the storage industry have released their 2025 performance reports. Their revenue year over year has all risen significantly, confirming that the industry’s favorable cycle is continuing. However, a recent series of developments has caused a noticeable pullback in the storage sector, and concerns about the industry’s supply-and-demand landscape have intensified. With the sector under short-term pressure, how will the storage sector perform going forward? Industry insiders believe that near-term disruptions will not change the core logic behind the pricing-up cycle, and memory prices are still expected to continue rising in the second quarter of 2026. Looking further ahead, as the AI industry chain continues to roll out new solutions across each link, the influence of traditional storage giants within the industry chain may need to be redefined, and the storage industry may further differentiate. (China Securities Journal)

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