存储封测厂掀涨价潮，涨幅最高30%

Core Viewpoint - The shortage and price increase of storage chips have extended to the downstream testing and packaging sector, with major companies like Powertech, ASE, and Nanya experiencing a surge in orders and raising their testing prices by up to 30% [2][3] Group 1: Market Dynamics - The demand for DRAM and NAND Flash chips has led to increased orders for storage testing companies, pushing their capacity utilization rates close to full [2] - The price adjustments in testing services are expected to gradually reflect in financial reports starting from the first quarter, indicating a potentially strong year for the storage testing industry [2] - Major storage chip manufacturers such as Samsung, SK Hynix, and Micron are focusing on expanding their AI-related HBM production capacity, which is affecting the supply of standard DRAM and NAND chips [2] Group 2: Company Performance - Powertech is currently a leader in DRAM and NAND chip testing, with high capacity utilization rates and expected improvements in gross margins and profitability due to the price increase [3] - ASE, primarily focused on niche storage testing, has seen a recovery in orders from industrial control clients, leading to improved capacity utilization and a positive outlook for future performance [3] - Nanya is benefiting from the recovery in the traditional DRAM market, with DDR4 products making up a significant portion of its revenue, thus supporting its operational performance [3]