江波龙：晶圆价格上涨反映存储产业景气回升

Core Viewpoint - The price of storage wafers and memory products is determined by the supply and demand dynamics of the storage industry, indicating a recovery in overall industry prosperity rather than isolated cost fluctuations [1] Group 1: Industry Insights - The increase in wafer prices reflects the overall recovery of the storage industry's prosperity [1] - Companies with R&D capabilities, product competitiveness, and supply chain resilience can more effectively convert industry prosperity into sustainable profit advantages [1]