板块异动 | 存储芯片探底回升 机构再次上调四季度DRAM价格涨幅

Core Viewpoint - The storage chip market is experiencing a rebound, with significant price increases expected for DRAM in the fourth quarter, driven by increased demand from cloud service providers [1] Group 1: Market Performance - As of November 3, storage chip stocks showed strong performance, with companies like Aerospace Intelligence and Taiji Industry hitting their daily price limits, and others like Purun and Xiangnong Chip rising significantly [1] - TrendForce has revised its forecast for fourth-quarter DRAM price increases from 8%-13% to 18%-23%, indicating a strong upward trend in pricing [1] Group 2: Future Outlook - Looking ahead to 2026, TrendForce anticipates a 4% annual increase in server shipments, driven by cloud service providers adopting high-performance computing architectures [1] - The increase in server DRAM capacity is expected to boost overall DRAM demand, leading to a prolonged supply shortage situation [1]