Concept of Storage Chips: Storage chips are semiconductor hardware used for storing data and programs, serving as the “memory warehouse” of electronic devices. They can retain information for a long time after power is lost (such as USB drives and solid-state drives) or temporarily store data for quick access by the CPU (such as memory … 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
The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. 【1. In the afternoon, the index retreated, with the Shanghai Composite weekly analysis showing support at 3836 points. The ChiNext had a long shadow, and the rapid rise above 3100 points is certainly too fast (not in line with the requirements … Read more
The storage chip industry driven by AI is expected to experience a “simultaneous increase in volume and price” by 2025. Major players like SanDisk and Micron have announced price hikes of 10%-30%. Samsung Electronics has ramped up DRAM production capacity to 60,000 wafers per month, with the explosive demand in the industry pointing directly to … Read more
The three major A-share indices collectively retreated today. By the close, the Shanghai Composite Index fell by 0.12%, closing at 3870.60 points; the Shenzhen Component Index dropped by 0.43%, closing at 12924.13 points; and the ChiNext Index decreased by 1.09%, closing at 3020.42 points. The total trading volume of the Shanghai and Shenzhen markets reached … Read more
The technology sector is experiencing healthy divergence, with a primary focus today on storage chips, as well as cyclical movements in robotics and defensive metal sectors. However, there has been little sector-wide effect; technology remains strong. Since Wednesday, there have been three consecutive large gains, while solid-state drives have not seen any rebound, leading to … Read more
Recent trends in storage chips include three major developments: Surging demand for enterprise-grade NAND drives prices upward, as AI servers accelerate the shift of high-density storage capacity towards the enterprise market; Accelerated iteration of HBM technology, with SK Hynix and Naver Cloud collaborating on a near-memory computing architecture chip that has entered the prototype testing … Read more
In the semiconductor industry chain, storage chips are one of the most important foundational links. Whether it is smartphones, smart cars, large model servers, or IoT devices, they all rely on the support of storage chips. For a long time, this field has been almost monopolized by overseas manufacturers, with South Korea’s Samsung and SK … Read more
Let’s first talk about the market. In the past, the A-shares were dominated by the “Big Four Banks,” but now it has transformed into a stronghold of technology stocks, and they are clinging together even more tightly than the Big Four. I remember mentioning last year that “the US stock market has the Seven Sisters, … Read more
The market value of Cambricon has surpassed 500 billion This has completely ignited the market trend for semiconductor chips! Meanwhile, the National Big Fund Phase III’s 160 billion yuan will focus on key areas of chips, combined with the continuation of tax incentives for integrated circuit companies, injecting strong momentum into the entire industry. The … Read more