产业链人士称部分存储晶圆厂已暂停部分产品报价 正影响国内产业链

Core Viewpoint - The current situation in the storage industry shows that some original manufacturers' DRAM and Flash products have suspended pricing, leading to significant price volatility and impacting the domestic supply chain [1] Industry Impact - Some companies, like Jiangbolong, have inventory and are experiencing a positive effect on gross margins due to upstream price increases [1] - Purun Co. has noted supply tightness starting from the recent fourth quarter and is considering negotiating price increases with downstream partners [1] - Shannon Chip's impact from upstream price increases is minimal on gross margins, with the primary effect stemming from changes in volume [1]