三星电子第四季度业绩预期大增，存储芯片产业链有望受益

Group 1 - Samsung Electronics, the world's largest memory chip manufacturer, is expected to announce preliminary earnings for Q4 2025 on January 8, with a projected operating profit increase of 160% year-on-year due to severe chip shortages driving up memory chip prices [1] - Analysts predict Samsung will achieve an operating profit of 16.9 trillion KRW (approximately 11.7 billion USD) for the period from October to December, significantly higher than the 6.49 trillion KRW reported in the same period last year [1] - According to Guojin Securities, strong demand from AI is expected to drive memory chip prices higher, with contract prices projected to increase by 30% to 40% in Q1 2026, leading to substantial growth in the industry chain's performance [1] Group 2 - Wanrun Technology's semiconductor memory business is primarily conducted through its subsidiary, Wanrun Semiconductor, which plans to add DRAM business in 2024 to cultivate new growth points [2] - Dawi Co., Ltd. offers a range of semiconductor storage products, including NAND and DRAM, with its wholly-owned subsidiary Dawi Chuangxin producing various DRAM products such as DDR3, DDR4, LPDDR4X, LPDDR5, and DDR5 memory modules [2]