兆易创新：公司预期未来2年左右利基型DRAM市场供应相对紧张 今年第四季度价格有望进一步上行

Core Viewpoint - The company is optimistic about the storage cycle, expecting a relatively tight supply in the niche DRAM market over the next two years, with prices likely to rise further in Q4 of this year and maintain a good level next year [1] Group 1: Market Outlook - The company has a more positive outlook on the storage cycle compared to the first half of this year, driven by positive changes in demand [1] - The growth in computing power driven by overseas tech giants is significantly increasing the demand for storage [1] - The announced capacity needs from tech giants exceed the actual planned increases from major storage manufacturers [1] Group 2: Price Expectations - The company anticipates that the niche DRAM market will remain in a relatively tight supply environment for about two years [1] - Prices are expected to rise further in Q4 of this year [1] - A relatively good price level is expected to be maintained next year [1]