Recently, the memory chip market has experienced a round of rebound. After experiencing the previous downward cycle, the memory chip market finally ushered in a turnaround. Up to now, the ** of some models of memory chips has ranged from 10% to 50% compared with the bottom of the year, showing the recovery of market demand and the recovery of industry prosperity. This trend has attracted widespread attention in the market, especially for listed companies in the memory chip industry, which is undoubtedly a positive signal. Recently, a number of listed companies such as Longsys and BIWIN Storage have received intensive research from institutions, sending positive signals to the market.
In the survey, these listed companies said that the global chip market situation is improving. With the continuous progress of technology and changes in market demand, the memory chip industry is experiencing a new round of development opportunities. At the same time, the price increase of memory chips has been transmitted to the downstream, and customers are actively stocking, which has further promoted the recovery of the market. However, the market also needs to note that the memory chip market is highly volatile, and there is still uncertainty about the future development. Therefore, investors need to pay close attention to market dynamics and company fundamentals to make investment decisions carefully.
Memory chips are the most important segment of the semiconductor market, which is mainly divided into flash memory and memory, flash memory includes NAND flash and NOR flash, and memory is mainly DRAM. Among them, DRAM and NAND flash together account for about 97% of the entire storage market. In the race for large memory, the competition among mobile phone manufacturers is becoming more and more fierce. According to the well-known digital blogger "Digital Chat Station", there are currently mobile phone manufacturers who are testing mobile phones with 32GB memory.
It is worth mentioning that memory chips will put pressure on the cost of mobile phone manufacturers, and manufacturers need to consider how to balance the cost of the chain. In addition, for mobile phone manufacturers, there may not be so many large-capacity products next year, and even the allocation may be reduced, and mobile phone manufacturers may also shift from large-capacity competition to other differentiated competition.