暂停报价，股价大涨！巨头明年订单已售罄，深圳商家：近两周价格翻倍，有时早上报价后下午价格又涨

Core Viewpoint - The South Korean Kospi index surged by 2.78% on November 3, reaching a historical high, driven by significant gains in major semiconductor companies SK Hynix and Samsung Electronics [1][2]. Group 1: Market Performance - The Kospi index closed at 4221.87, up 114.37 points, marking a 2.78% increase [2]. - SK Hynix's stock rose by 10.91%, while Samsung Electronics saw a 3.35% increase in its share price [1]. Group 2: Semiconductor Industry Dynamics - A strong performance in the storage chip sector was noted, with several A-share storage chip stocks also experiencing significant gains, including Taiji Industry and Xiangnong Chip, which saw increases of over 8% and 14% respectively [3]. - The price of DDR series memory modules has doubled in recent weeks, with reports indicating a 5% increase in the last two weeks alone [3][5]. - The current price surge in storage chips is attributed to increased demand from AI-related computing centers, which has strained the production capacity of lower-end storage products [3][5]. Group 3: Supply Chain and Pricing Trends - Major storage manufacturers, including Samsung, have paused DDR5 pricing, leading to a supply chain crunch, with expectations for price recovery to be delayed until mid-November [4]. - TrendForce has revised its forecast for conventional DRAM price increases from 8%-13% to 18%-23% for Q4, with potential further adjustments anticipated [4]. - The price of DDR5 16Gb has seen a staggering increase from $7.68 to $15.5 within a month, representing a 102% rise [5]. Group 4: Company Financials - SK Hynix reported a record operating profit of 11.4 trillion KRW (approximately $8 billion) for Q3, exceeding analyst expectations, with total sales reaching 24.5 trillion KRW [8]. - Samsung Electronics achieved Q3 revenues of 86.1 trillion KRW, a year-on-year increase of 8.85%, with a significant rise in operating profit attributed to its semiconductor business [11]. - Both companies have seen substantial stock price increases since September, with SK Hynix up 130.48% and Samsung Electronics up 59.19% [9][11].