Storage 'Super Cycle' Enters Earnings Realization Phase; Multiple Storage Companies Report Single-Quarter Profits Exceeding Full-Year Totals from Previous Year

Wallstreetcn
2026.04.23 22:22

According to Shanghai Securities News, recently, first-quarter financial results for A-share listed companies in the storage industry chain were disclosed in rapid succession. Companies such as Biwin, Shannon Semi, and TWSC reported single-quarter profits exceeding their full-year totals from the previous year, sending a clear signal to the market: the AI-driven storage "super cycle" has begun entering its earnings realization phase.

Interviews revealed that with HBM capacity pre-booked and storage prices jumping consecutively, the current market situation where supply falls short of demand for storage chips will last at least until 2027. As AI computing power demand exhibits exponential growth, the storage industry is experiencing a "paradigm shift" from cyclical fluctuations to structural growth.

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