Longsys profit forecast highlights AI-driven memory and storage tightness

Shenzhen Longsys Electronics is guiding for a sharp increase in first-half 2026 profit, according to Tom's Hardware. The company expects net profit of about $1.36 billion to $1.62 billion, compared with roughly $2.2 million a year earlier, on revenue expected to more than double. The important signal for RamTrend is the reason behind the jump: AI infrastructure demand is pulling hard on memory and storage chips while available wafer capacity remains constrained. Longsys also said it has signed long-term agreements and memoranda with global memory wafer suppliers to support supply stability. That suggests module and branded storage companies are working to secure upstream allocation as DRAM, NAND, and HBM demand increasingly compete for the same supplier attention. This does not by itself prove a new shortage across every product category, but it reinforces the current pricing backdrop. When downstream memory and storage vendors can turn capacity access into a major earnings swing, it usually means supply allocation and component costs remain central market risks.