Core Viewpoint - The A-share market for storage chip stocks has strengthened significantly due to supply constraints and a surge in demand from cloud enterprises, leading to notable price increases in memory products [1] Group 1: Market Performance - A-share storage chip stocks have shown strong performance, with companies like Yachuang Electronics rising nearly 11%, Demingli up over 8%, and several others including Jingzhida, Zhaoyic Innovation, and Lianyun Technology increasing by over 6% [1] - Other companies such as Xiangnong Xinchuan, Purain Co., Xiechuang Data, and Deep Technology have also seen gains of over 5%, while Baiwei Storage has risen nearly 5% [1] Group 2: Supply and Pricing Dynamics - Due to tight supply and increased demand, major storage module manufacturer Adata announced it will stop quoting DDR4 prices starting September 29, prioritizing the supply of DDR5 and NAND flash memory to key customers [1] - Samsung Electronics has raised the prices of its memory products by 30%, while NAND flash prices have increased by 5% to 10% [1] - Micron Technology has notified customers of a price increase ranging from 20% to 30% [1]
A股存储芯片股走强,兆易创新涨超6%,佰维存储涨近5%