This Friday witnessed a surge in the storage chip sector, with the segment's gains surpassing 1.5% by the close of trading. Among individual stocks, Huatian Technology, Haoshanghao, and several others hit their daily trading limits.

Storage chips, integral to modern electronic devices, are semiconductor components specifically designed for data storage. They are categorized into volatile and non-volatile types based on whether data is retained after power loss. Volatile storage chips, like Dynamic Random Access Memory (DRAM), lose data upon power-off and are typically used for temporary data storage. In contrast, non-volatile storage chips, such as NAND Flash and NOR Flash, retain data even after power-off and are commonly used for long-term storage.

Recently, the computing power sector has been vibrant, with segments like CPO and copper cable high-speed connectivity performing exceptionally well. This upswing has also spurred opportunities in the closely related storage chip sector.

In traditional computing architectures, storage and computing are segregated, necessitating data transmission and exchange between these devices. However, innovative computing architectures, like integrated storage and computing systems, integrate these functions into a single chip or system. This tighter coupling of data storage and processing reduces transmission latency and power consumption, enhancing the overall system performance and efficiency.

Beyond the positive impact of technological advancements, the storage chip market has been in a downturn for some time due to overcapacity and subsequent price declines. As market destocking progresses, the supply-demand dynamics are gradually improving, and the industry inventory cycle is nearing its end. With demand anticipated to rise in 2025, the market size is expected to continue expanding, setting the stage for sector activity.

Institutional analysts generally concur that the storage chip industry is currently at the trough of its cycle. With downstream demand gradually recovering and supply-side adjustments in place, the industry is poised to turn the corner, and the market size will gradually rebound. For instance, Guohai Securities notes that downstream destocking in the chip industry chain is nearly complete, consumer electronics demand is gradually recovering, and the storage chip industry cycle is expected to turn within the year.

Here, Securities Star presents a comprehensive list of storage chip concept stocks for your reference. Please note that these stocks are intended solely for investors' consideration and do not constitute investment advice.

1. Guoke Micro: In the realm of solid-state storage chips, the company's line of solid-state drive (SSD) products, equipped with its proprietary high-performance SSD controller chip GK2301, has been introduced to domestic mainstream computer enterprises such as Lenovo, Inspur, Tongfang, Great Wall, and Baixin.

2. Biwin Storage: The company has launched embedded storage chips, including automotive eMMC, UFS, LPDDR, and BGA SSD, targeted at the smart vehicle front-loading market. These products are currently undergoing customer validation and introduction.

3. Longsys: The company's core business revolves around the research, development, design, packaging, testing, and manufacturing of semiconductor storage application products.

4. Tailong: According to the official website of its subsidiary, Bestar Technology (Hong Kong) Co., Ltd., the company offers storage chip solutions and products such as memory cards (MicroSD/SD with SDA license) and solid-state drives (SSD).

5. Huatian Technology: The company's storage chip packaging products have entered mass production.

6. Haoshanghao: The company's agency products primarily encompass active components like SoC chips, wireless chips and modules, power and power devices, analog/digital devices, and memories. The memory business is a key direction for the company.

7. Zhongjing Electronics: The company's IC substrates and PCB products are utilized in packaging and new energy-related fields, including storage chips.

8. Chengbang: After acquiring and controlling Dongguan Xincunchengbang Technology Co., Ltd., the company plans to establish the storage chip business as its second main business, forming a dual-main business model encompassing "environmental construction + storage chips".