兆易创新：预期利基型DRAM市场价格有望进一步上行

Core Viewpoint - The company is optimistic about the storage cycle compared to the first half of the year, driven by positive changes in demand, particularly from overseas tech giants pushing AI infrastructure, which significantly increases the demand for storage [1] Group 1: Market Outlook - The company anticipates that the niche DRAM market will remain in a relatively tight supply environment for the next two years [1] - Prices are expected to rise further in the fourth quarter of this year and maintain a relatively good level in the following year [1] Group 2: Demand Drivers - The growth in computing power driven by major tech companies is a key factor contributing to the increased demand for storage [1] - The announced capacity requirements from tech giants exceed the actual planned increases from major storage manufacturers [1]