Storage performance realization! Continued price increases in the second quarter, is the industry cycle still on the rise?

The global storage semiconductor industry is in a historic transition from a “cyclical recovery” to “structural dominance.” Based on preliminary financial data for Q1 2026, the domestic distribution leaders represented by Shannon Semi and the module flagship enterprises represented by De-Ming-Li have not only delivered performance faster than the buyers’ optimistic expectations, but have also confirmed the rigid attribute of memory as the “AI compute bloodstream.”