2026 China's Top 10 Storage Chip Giants: Domestic Substitution Opportunities in the AI Computing Surge
发布时间：2026-01-23 11:08:58
Entering 2026, the semiconductor sector centered on storage chips is undoubtedly the absolute focus under the global technology industry spotlight. As global AI computing power experiences explosive growth and data floods surge exponentially, this technological revolution not only completely reshapes storage chip demand and storage architectures but also drives the storage chip industry chain into a super cycle of value revaluation. Meanwhile, the breakout journey of domestic storage chips has ushered in a historic window of opportunity.
In this industrial transformation that determines future industrial discourse power, who is shouldering the backbone of China's storage chips? Who is seizing positions in golden tracks such as AI storage, automotive storage, and secure storage? And who is safeguarding domestic chips in the invisible rigid-demand field of storage chip thermal dissipation? Today, we take an in-depth look at the top 10 crucial players in China's storage chip industry chain. While decoding corporate competitiveness, we also analyze the brand landscape of the storage chip market and new supporting opportunities for thermal management materials.
No.10 Demily: Agile Force in the Storage Ecosystem, Flexible Game-Changer in the Consumer Market
With a market value of approximately 7 billion yuan, Demily is an agile player in the storage module sector, focusing on the consumer-grade storage market. By virtue of precise insights into consumer electronics demand, it creates differentiated storage solutions with extreme flexibility and focus, securing a firm foothold in the rapidly iterating consumer storage track. Its core advantage lies in rapidly responding to market needs, and its technological accumulation in storage molding perfectly adapts to the lightweight and portable requirements of consumer-grade storage products, making it an unignorable dynamic player in the small and medium-sized storage market.
No.9 Puya Semiconductor: Tiny Data Steward on Chips, Invisible Cornerstone of IoT Storage
Valued at around 24 billion yuan, Puya Semiconductor is a specialist representative in the Norflash chip and IPROM chip fields. Despite the limited storage capacity of a single chip, it serves as the core for storing device startup parameters, acting as the "data steward" for the stable operation of IoT devices. Amid the large-scale application of billions of IoT devices, its products have become a core supporting component for IoT storage, as well as an important pillar for industrial storage and smart terminal storage, accurately seizing the blue-ocean track of low-power storage with high stability and compatibility.
No.8 East Memory Semiconductor: All-Rounder in Small and Medium Storage, Provider of Multi-Scenario Solutions
With a market cap of about 40 billion yuan, East Memory Semiconductor is a rare domestic enterprise capable of providing a full range of storage chip design services, earning the title of an all-rounder in small and medium-sized storage. Its business covers diverse scenarios including communication storage and industrial storage, offering customized storage chip solutions for customers in different industries. It has broken the monopoly of foreign manufacturers in the mid-to-low-end storage chip market, and the adaptability and reliability of its products have laid a solid foundation for domestic storage replacement.
No.7 Ingenic Semiconductor: Storage Brain on Wheels, Position Seizer in the Golden Automotive Storage Track
Boasting a market value exceeding 46 billion yuan, Ingenic Semiconductor has accurately anchored the explosive track of automotive storage chips, earning the reputation of the "storage brain" for smart vehicles. As smart cars rapidly evolve into mobile data centers, the demand and technical threshold for automotive storage have soared simultaneously. Through in-depth technological cultivation in automotive storage, Ingenic perfectly meets the high-reliability and high-security storage needs of smart vehicles, seizing a core position in the golden track of automotive storage amid the localization process of automotive-grade storage chips.
No.6 Unigroup Guoxin Microelectronics: Special Forces in Secure Storage, Core Guardian in Specialized Fields
Valued at approximately 60 billion yuan, Unigroup Guoxin Microelectronics has an inherent technical gene of secure chips, deeply integrating security attributes into its storage business to become the "special forces" in the secure storage field. In specialized sectors requiring absolute data security such as financial storage and identity recognition storage, its secure storage chips have become core suppliers with irreplaceable technical barriers, filling the gap in the domestic high-end secure storage field and building a solid domestic defense line for data security in key areas.
No.5 SCI Tech: Hidden Champion in Mobile Storage, Powerful Player with Full-Industry-Chain Layout
With a market value of around 60 billion yuan, SCI Tech is a well-deserved hidden champion in the mobile storage track. Having deeply cultivated the mobile storage sector for years, it has achieved full-industry-chain coverage from storage chip manufacturing to high-end packaging and testing. It is not only a top-tier storage chip manufacturer but also possesses core technologies in storage packaging and testing. Its production capacity and technical strength extend across the upstream and downstream of the storage chip industry chain, making it a core supporting force for high-end storage modules.
No.4 Biwin Storage: Dark Horse Breaking into Giant Supply Chains, Emerging Force in Terminal Storage
Valued at about 60 billion yuan, Biwin Storage is a dark horse that has broken through in the storage module sector. Excelling in R&D and manufacturing of storage modules, it has successfully overcome technical barriers to embed itself in the supply chains of multiple well-known terminal manufacturers, achieving large-scale application in core scenarios such as built-in mobile phone storage and smart device storage. With high cost-effectiveness and stable performance, it has become an unignorable domestic force in consumer electronics storage, accelerating the localization of storage modules.
No.3 Longsys Electronics: National Brand in Storage Modules, Benchmark Leader in Consumer Storage
With a market cap of approximately 130 billion yuan, Longsys Electronics is a national brand in the storage module sector, leading the domestic storage module market in revenue scale. Behind many familiar consumer-grade storage products ranging from USB flash drives to solid-state drives (SSD), Longsys's presence can be found. Its brand influence and market share in consumer storage make it a benchmark for domestic storage modules, while it also steadily expands into the enterprise storage sector to achieve synergistic development across multiple tracks.
No.2 Montage Technology: Guardian of the Memory Heart, King of Technical Barriers in Data Center Storage
Valued at around 140 billion yuan, Montage Technology specializes in memory interface chips, rightfully known as the "guardian of the memory heart". In the server storage and data center storage fields, its products are the core to ensuring high-speed and stable transmission of massive data, featuring extremely high technical barriers. Leading domestically and ranking among the core global players in the memory interface chip track, it provides indispensable storage support for the computing power release of AI data centers.
No.1 GigaDevice Semiconductor: King of Storage Chip Design in A-Share Market, Basic Granary of the Digital World
With a market value exceeding 150 billion yuan, GigaDevice Semiconductor is the absolute leader in domestic storage chip design, earning the title of the king of storage chip design in the A-share market. Its flash memory chips are widely applied in various terminals including mobile phones and internet devices, spreading across every corner of the digital world and serving as the veritable basic granary of the digital world. Technological breakthroughs in core fields such as NAND flash memory and NOR flash memory continuously narrow the gap with international giants, establishing it as the core leader in domestic storage chip replacement.
From storage chip design to storage module manufacturing, and from consumer electronics storage to specialized secure storage, these ten listed companies, through differentiated technological layout and precise track positioning, jointly form the backbone of China's storage industry and prop up the backbone of domestic storage chips. Upstream in this industrial chain, unlisted giants like Yangtze Memory Technologies and ChangXin Memory Technologies are focusing on the core link of storage chip manufacturing, tackling key technologies such as 3D NAND and DDR5 memory, breaking through storage chip technical barriers, and steadily boosting the self-sufficiency rate of domestic storage.
Looking back at the 2026 inflection point of explosive AI computing power, storage chips have long evolved from supporting components to strategic core materials, while storage chip thermal dissipation has emerged as a hidden rigid-demand pain point in the industry. As AI storage chips iterate toward higher density and computing power, the full-load heat generation of high-performance products such as NVMe SSDs surges sharply. Thermal management solutions including thermal conductive silicone pads and high thermal conductive materials directly determine storage chip performance and data security. This indicates that semiconductor thermal management, as an important supporting segment of the storage chip industry chain, is ushering in explosive growth, presenting new market opportunities for thermal conductive material enterprises.
In terms of market landscape, the current global storage chip market shows a pattern of high-end leadership and domestic breakout. While international giants focus on high-end tracks such as HBM memory and DDR5 memory, they have instead left room for domestic enterprises in the mid-end storage market. In terms of brand perception, domestic storage brands are shifting from substitutes to competitors, with enterprises like GigaDevice and Montage gradually gaining discourse power in the global industrial chain through technological strength. From an industrial trend perspective, the deep integration of AI and storage is irreversible, with automotive storage, edge storage, and secure storage set to become the three core engines of future growth. Moreover, the upgrading of thermal management technology will serve as a key supporting factor for storage chip enterprises to enhance competitiveness.This super cycle of storage chips driven by AI computing power is both a challenge and an opportunity for the rise of the domestic storage industry. Enterprises that can accurately seize track opportunities, break through core technologies, and equip themselves with sound thermal management solutions will ultimately secure a place in this industrial transformation.
In this industrial transformation that determines future industrial discourse power, who is shouldering the backbone of China's storage chips? Who is seizing positions in golden tracks such as AI storage, automotive storage, and secure storage? And who is safeguarding domestic chips in the invisible rigid-demand field of storage chip thermal dissipation? Today, we take an in-depth look at the top 10 crucial players in China's storage chip industry chain. While decoding corporate competitiveness, we also analyze the brand landscape of the storage chip market and new supporting opportunities for thermal management materials.
No.10 Demily: Agile Force in the Storage Ecosystem, Flexible Game-Changer in the Consumer Market
With a market value of approximately 7 billion yuan, Demily is an agile player in the storage module sector, focusing on the consumer-grade storage market. By virtue of precise insights into consumer electronics demand, it creates differentiated storage solutions with extreme flexibility and focus, securing a firm foothold in the rapidly iterating consumer storage track. Its core advantage lies in rapidly responding to market needs, and its technological accumulation in storage molding perfectly adapts to the lightweight and portable requirements of consumer-grade storage products, making it an unignorable dynamic player in the small and medium-sized storage market.
No.9 Puya Semiconductor: Tiny Data Steward on Chips, Invisible Cornerstone of IoT Storage
Valued at around 24 billion yuan, Puya Semiconductor is a specialist representative in the Norflash chip and IPROM chip fields. Despite the limited storage capacity of a single chip, it serves as the core for storing device startup parameters, acting as the "data steward" for the stable operation of IoT devices. Amid the large-scale application of billions of IoT devices, its products have become a core supporting component for IoT storage, as well as an important pillar for industrial storage and smart terminal storage, accurately seizing the blue-ocean track of low-power storage with high stability and compatibility.
No.8 East Memory Semiconductor: All-Rounder in Small and Medium Storage, Provider of Multi-Scenario Solutions
With a market cap of about 40 billion yuan, East Memory Semiconductor is a rare domestic enterprise capable of providing a full range of storage chip design services, earning the title of an all-rounder in small and medium-sized storage. Its business covers diverse scenarios including communication storage and industrial storage, offering customized storage chip solutions for customers in different industries. It has broken the monopoly of foreign manufacturers in the mid-to-low-end storage chip market, and the adaptability and reliability of its products have laid a solid foundation for domestic storage replacement.
No.7 Ingenic Semiconductor: Storage Brain on Wheels, Position Seizer in the Golden Automotive Storage Track
Boasting a market value exceeding 46 billion yuan, Ingenic Semiconductor has accurately anchored the explosive track of automotive storage chips, earning the reputation of the "storage brain" for smart vehicles. As smart cars rapidly evolve into mobile data centers, the demand and technical threshold for automotive storage have soared simultaneously. Through in-depth technological cultivation in automotive storage, Ingenic perfectly meets the high-reliability and high-security storage needs of smart vehicles, seizing a core position in the golden track of automotive storage amid the localization process of automotive-grade storage chips.
No.6 Unigroup Guoxin Microelectronics: Special Forces in Secure Storage, Core Guardian in Specialized Fields
Valued at approximately 60 billion yuan, Unigroup Guoxin Microelectronics has an inherent technical gene of secure chips, deeply integrating security attributes into its storage business to become the "special forces" in the secure storage field. In specialized sectors requiring absolute data security such as financial storage and identity recognition storage, its secure storage chips have become core suppliers with irreplaceable technical barriers, filling the gap in the domestic high-end secure storage field and building a solid domestic defense line for data security in key areas.
No.5 SCI Tech: Hidden Champion in Mobile Storage, Powerful Player with Full-Industry-Chain Layout
With a market value of around 60 billion yuan, SCI Tech is a well-deserved hidden champion in the mobile storage track. Having deeply cultivated the mobile storage sector for years, it has achieved full-industry-chain coverage from storage chip manufacturing to high-end packaging and testing. It is not only a top-tier storage chip manufacturer but also possesses core technologies in storage packaging and testing. Its production capacity and technical strength extend across the upstream and downstream of the storage chip industry chain, making it a core supporting force for high-end storage modules.
No.4 Biwin Storage: Dark Horse Breaking into Giant Supply Chains, Emerging Force in Terminal Storage
Valued at about 60 billion yuan, Biwin Storage is a dark horse that has broken through in the storage module sector. Excelling in R&D and manufacturing of storage modules, it has successfully overcome technical barriers to embed itself in the supply chains of multiple well-known terminal manufacturers, achieving large-scale application in core scenarios such as built-in mobile phone storage and smart device storage. With high cost-effectiveness and stable performance, it has become an unignorable domestic force in consumer electronics storage, accelerating the localization of storage modules.
No.3 Longsys Electronics: National Brand in Storage Modules, Benchmark Leader in Consumer Storage
With a market cap of approximately 130 billion yuan, Longsys Electronics is a national brand in the storage module sector, leading the domestic storage module market in revenue scale. Behind many familiar consumer-grade storage products ranging from USB flash drives to solid-state drives (SSD), Longsys's presence can be found. Its brand influence and market share in consumer storage make it a benchmark for domestic storage modules, while it also steadily expands into the enterprise storage sector to achieve synergistic development across multiple tracks.
No.2 Montage Technology: Guardian of the Memory Heart, King of Technical Barriers in Data Center Storage
Valued at around 140 billion yuan, Montage Technology specializes in memory interface chips, rightfully known as the "guardian of the memory heart". In the server storage and data center storage fields, its products are the core to ensuring high-speed and stable transmission of massive data, featuring extremely high technical barriers. Leading domestically and ranking among the core global players in the memory interface chip track, it provides indispensable storage support for the computing power release of AI data centers.
No.1 GigaDevice Semiconductor: King of Storage Chip Design in A-Share Market, Basic Granary of the Digital World
With a market value exceeding 150 billion yuan, GigaDevice Semiconductor is the absolute leader in domestic storage chip design, earning the title of the king of storage chip design in the A-share market. Its flash memory chips are widely applied in various terminals including mobile phones and internet devices, spreading across every corner of the digital world and serving as the veritable basic granary of the digital world. Technological breakthroughs in core fields such as NAND flash memory and NOR flash memory continuously narrow the gap with international giants, establishing it as the core leader in domestic storage chip replacement.
From storage chip design to storage module manufacturing, and from consumer electronics storage to specialized secure storage, these ten listed companies, through differentiated technological layout and precise track positioning, jointly form the backbone of China's storage industry and prop up the backbone of domestic storage chips. Upstream in this industrial chain, unlisted giants like Yangtze Memory Technologies and ChangXin Memory Technologies are focusing on the core link of storage chip manufacturing, tackling key technologies such as 3D NAND and DDR5 memory, breaking through storage chip technical barriers, and steadily boosting the self-sufficiency rate of domestic storage.
Looking back at the 2026 inflection point of explosive AI computing power, storage chips have long evolved from supporting components to strategic core materials, while storage chip thermal dissipation has emerged as a hidden rigid-demand pain point in the industry. As AI storage chips iterate toward higher density and computing power, the full-load heat generation of high-performance products such as NVMe SSDs surges sharply. Thermal management solutions including thermal conductive silicone pads and high thermal conductive materials directly determine storage chip performance and data security. This indicates that semiconductor thermal management, as an important supporting segment of the storage chip industry chain, is ushering in explosive growth, presenting new market opportunities for thermal conductive material enterprises.
In terms of market landscape, the current global storage chip market shows a pattern of high-end leadership and domestic breakout. While international giants focus on high-end tracks such as HBM memory and DDR5 memory, they have instead left room for domestic enterprises in the mid-end storage market. In terms of brand perception, domestic storage brands are shifting from substitutes to competitors, with enterprises like GigaDevice and Montage gradually gaining discourse power in the global industrial chain through technological strength. From an industrial trend perspective, the deep integration of AI and storage is irreversible, with automotive storage, edge storage, and secure storage set to become the three core engines of future growth. Moreover, the upgrading of thermal management technology will serve as a key supporting factor for storage chip enterprises to enhance competitiveness.This super cycle of storage chips driven by AI computing power is both a challenge and an opportunity for the rise of the domestic storage industry. Enterprises that can accurately seize track opportunities, break through core technologies, and equip themselves with sound thermal management solutions will ultimately secure a place in this industrial transformation.
