Storage giants at home and abroad see a surge in performance; Quartz Co. locks limit up; Demingli rises more than 8% intraday

On the morning of April 7, storage chip concept stocks were active and rose across the board. Tongyou Technology (300302.SZ) climbed more than 10%, Quartz Share (603688.SH) hit the daily limit, Sanfufu Shares (603938.SH) and Demingli (001309.SZ) once surged more than 8%, and Baiwei Storage (688525.SH), Jiangbo Long (301308.SZ), Tongfu Microelectronics (002156.SZ), among others, also followed suit.

Regarding the news, on April 7 local time, Samsung Electronics posted on its official website its earnings guidance for the first quarter of 2026, with figures that significantly exceeded market expectations. The guidance shows that Samsung Electronics expects consolidated sales of about 133 trillion won (approximately RMB 606.48 billion) in the first quarter of 2026, up 68.1% year over year, and up 41.7% from 93.84 trillion won in the fourth quarter of 2025. Previously, the market broadly expected Samsung Electronics’ first-quarter sales to be 116.8 trillion won. The company’s consolidated operating profit in the first quarter is expected to be about 57.2 trillion won (approximately RMB 1.33M), compared with 6.69 trillion won in the first quarter of 2025—a surge of 755%—marking the highest year-over-year growth pace in recent years; compared with 20.07 trillion won in the fourth quarter of 2025, it is up 185%, with the scale of profitability rising at a high speed for two consecutive quarters.

Earlier, Demingli announced that it expects net profit attributable to shareholders of listed companies to be RMB 3.15 billion–3.65 billion in the first quarter of 2026, compared with a net loss of RMB 69.0877 million in the same period last year. During the reporting period, against the backdrop of tight supply, industry sentiment continued to improve, storage prices continued to rise, and with reliance on its previously sufficient strategic raw-material inventory, the company’s profitability continued to improve, leading to a significant increase in its profit level.

Data from the National Bureau of Statistics shows that in January–February 2026, profits of above-scale high-tech manufacturing industries grew 58.7% year over year. Among them, profits of the semiconductor discrete device manufacturing industry increased as much as 130.5%, confirming the resonance effect of industry inventory clearing and demand recovery.

At the industry level, China’s current daily Token call volume has already exceeded 140 trillion, up more than one thousand times from the beginning of 2024. “Tokens” have been established as the settlement unit of the intelligent era. AI compute demand is accelerating migration from model training toward inference applications; inference scenarios require even lower latency and higher bandwidth, directly boosting demand for high-performance computing chips and HBM storage. SEMI expects global spending on AI infrastructure to reach $450 billion in 2026, with the share of inference-side investment exceeding 70% for the first time. This structural change will have more platform-based and long-term characteristics in driving the semiconductor industry chain. Driven by AI compute and global digital economy trends, the trillion-dollar semiconductor era originally expected to arrive by 2030 may come as early as the end of 2026.