The global storage sector is surging, driven by AI demand and a price increase cycle.

On March 25, 2026, the storage sector in most major global markets strengthened, primarily driven by the explosive growth in AI computing power demand and the continued upward cycle in storage chip prices.

The A-share storage chip sector performed strongly, with multiple stocks, including Ruineng Technology and Superchip Electronics, hitting their daily limit. Biwin Storage rose 9.44%. Its recently signed $1.5 billion wafer procurement contract further boosted market confidence.

Japanese and South Korean stock markets rose in tandem. The Nikkei 225 index closed up 2.87%, with Kioxia surging 6.37%; the South Korean KOSPI index rose 1.59%, with SK Hynix slightly up 0.91%.

The Taiwan Weighted Index rose 2.54%, with heavyweight stocks TSMC rising 1.42% and Nanya Technology rising 4.62%, indicating overall active performance in storage-related stocks.