AMEC(SH:688012) Xin Lang Cai Jing·2026-01-12 03:05Group 1 - The core viewpoint of the news highlights the increasing competition for DRAM supply among major tech companies like Google and Microsoft, leading to a significant price surge in memory chips [1] - The average fixed trading price of 8GB DDR4 memory has skyrocketed from $1.40 in January last year to $9.30 in December last year, indicating a dramatic increase in demand and scarcity [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index has shown a strong upward trend, with component stocks like Zhongwei Company, Longxin Zhongke, and Weijie Chuangxin experiencing notable gains [1] Group 2 - According to Shenwan Hongyuan Securities, the semiconductor industry is highly integrated with manufacturing processes, and domestic wafer fabs are developing new technological paths due to limitations in equipment [2] - The EDA (Electronic Design Automation) industry is witnessing active IPOs and mergers, with a focus on core digital IC design segments, indicating an acceleration in industry development [2] - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index account for 57.76% of the index, with major players including SMIC, Haiguang Information, and Cambrian [2]