According to the Tianfeng Securities Research Report, it is optimistic about recent major opportunities in the storage sector, based on: 1) the storage sector may continue to rise in price in the third and fourth quarters; 2) AI servers, PCs, mobile phones, etc. drive rapid storage capacity upgrades and the penetration rate of high-value products such as HBM, eSD, and RDIMM continues to increase, boosting sector revenue; 3) the domestic storage market will further accelerate growth.

According to the Tianfeng Securities Research Report, it is optimistic about recent major opportunities in the storage sector, based on: 1) the storage sector may continue to rise in price in the third and fourth quarters; 2) AI servers, PCs, mobile phones, etc. drive rapid storage capacity upgrades and the penetration rate of high-value products such as HBM, eSD, and RDIMM continues to increase, boosting sector revenue; 3) the domestic storage market will further accelerate growth.