DDR4报价逐季上涨 威刚、钰创、创见跟著旺

Group 1 - DDR4 prices have been rising significantly this year, benefiting storage module manufacturers with substantial inventory [1] - Companies like ADATA, Winbond, Transcend, and Apacer are expected to see improved performance in the second half of the year as they recover from foreign exchange losses [1] - The strong demand for DDR4, particularly in end products such as networking, displays, and AI IoT devices, suggests that price increases may continue until the end of the year [1] Group 2 - ADATA reported a record high net profit of 2.75 New Taiwan Dollars per share in Q2, with July revenue increasing by 39.5% year-on-year to 4.261 billion New Taiwan Dollars [1] - Analysts predict that ADATA's Q3 revenue will see double-digit growth quarter-on-quarter, with continued recovery in profitability [1] - Nanya Technology also reported a significant increase in July revenue to 307 million New Taiwan Dollars, marking a 22.4% month-on-month growth, driven by increased orders from networking clients [2]