This article is a summary of the blogger’s daily post-market news and personal trading records. The blogger also incurs losses; the stock market carries risks, so please do not follow blindly! 01Summary in One Sentence Pay attention toAIhardware transitioning toAIapplications opportunities; December interest rate cuts may increase; Changxin’s new products. 02News Summary (1) Google’s newly … Read more
As a core driving force in technological development, the semiconductor industry captivates global tech enthusiasts with every breakthrough and innovation. On November 23, 2025, the 22nd China International Semiconductor Expo (IC China) grandly opened, attracting countless industry eyes as a “barometer” of the semiconductor sector. Among the many exhibiting companies, Changxin Storage undoubtedly stood out … Read more
According to the news, smartphone manufacturers have suspended orders for memory due to significant price increases, which has also affected computer prices. The newly launched models show a very obvious price increase, with some 32GB memory modules exceeding four thousand yuan. For students on a budget who want to buy a computer, it’s best to … Read more
Storage is the strongest main line! Stronger among the strong! In such a market, it can still lead the market rebound. You, my friend, are too good! The reason is simple: the storage giant Samsung in Korea is taking the lead. They mentioned pausing reports, but haven’t clearly stated prices; however, those in the know … Read more
1. Event-Driven: The Super Cycle of Storage Chips Benefiting from the wave of artificial intelligence, the “super cycle” of storage chips is accelerating comprehensively. Samsung Electronics and SK Hynix have raised the prices of their DRAM and NAND flash memory by as much as 30%. According to forecasts from Citigroup and Morgan Stanley in their … Read more
Core Insights AI servers are reshaping the global supply and demand landscape for storage chips, with HBM (High Bandwidth Memory) becoming the most scarce strategic resource. DDR5 and enterprise-grade NAND Flash are also benefiting from the growth in demand. In the context of accelerated domestic substitution, the main investment lines in A-shares are clearly differentiated:Tongfu … Read more
The core focus of the performance forecast is a net profit median of 250 million yuan for Q3, a 22% decrease compared to the single-quarter profit of 320 million yuan in Q2. The company explains that the decline is due to some customers transitioning their mid-to-high-end products from DDR4 to DDR5, which affects short-term demand … Read more
Juchen Co., Ltd. has seen an 82% surge in stock price across 9 components. What is the reason behind this? Is there still room for further price increases? Today, we will analyze this. 1. Core Products and Application Analysis Juchen Co., Ltd. is a high-tech enterprise focused on integrated circuit design, with core products covering … Read more
This wave of storage chip price hikes has come swiftly and violently. Data from third-party organizations in the flash memory market shows that within less than six months, the DRAM price index has surged by approximately 72%, leading to a comprehensive price increase across the entire storage market. Industry Giants Sound the Alarm for Price … Read more
Various computer manufacturers are rushing to618 to sell computer products,Mingfan recently launched a mini PC equipped with the 13th generation Intel Core i5-13500H processor, featuring dual RJ45 2.5 network interfaces, primarily targeting high-performance enterprise-customized dual Ethernet soft routing. Let’s take a look.. Due to WeChat’s change in push rules, following this public account and marking … Read more