Di Yi Cai Jing·2025-10-24 04:02Core Viewpoint - The memory sector has experienced a significant rise, with companies like Puran, Aerospace Zhizhuang, and Dawi reaching their daily price limits, while Jiangbolong and Langke Technology saw increases of over 10% [1] Group 1: Market Trends - The current memory cycle is on an upward trend, driven by increased capital expenditure on AI infrastructure from internet companies such as Alibaba and ByteDance, which is expected to boost demand for memory products [1] - Since September, memory chip manufacturers and module factories have paused pricing to increase prices, indicating a price increase cycle for memory chips [1] Group 2: Price Forecasts - TrendForce projects that overall DRAM prices will increase by 13%-18% quarter-on-quarter in Q4 2025, while NAND Flash average prices are expected to rise by 5%-10% [1] - The demand for memory chips is benefiting from the AI sector, reinforcing the recommendation to focus on domestic memory manufacturers [1]