Core Viewpoint - The storage sector continues its strong performance, driven by rising DRAM prices, with significant gains observed in companies like SanDisk, Micron Technology, Seagate Technology, and Western Digital [1] Price Trends - The average spot price of general DRAM (DDR4 8Gb) reached $5.868 in September, marking the highest level of the year, and has increased nearly fivefold from the low of $1 in Q1 [1] - The average spot price of mainstream memory semiconductor DDR5 16Gb reached $6.927, up over 40% from $4.70 at the beginning of the year, approaching the peak prices of the semiconductor boom in 2018, which ranged from $7.19 to $8.19 [1] Market Outlook - Due to the tight supply situation, institutions predict that prices for various DRAM products will continue to rise in Q4 of this year [1]
存储概念股延续强势 SanDisk Corp(SNDK.US)涨超8%
Zhi Tong Cai Jing·2025-10-03 14:47