港股异动 | 兆易创新(03986)涨超5% 内存行情火热 公司计划未来五年取得1/3利基DRAM市场份额
智通财经网·2026-01-16 02:06

Group 1 - The core viewpoint of the article indicates that the memory market has entered a "super bull market" phase, surpassing historical highs from 2018, with expectations of a further increase of 40%-50% by Q1 2026 [1] - According to Counterpoint Research, the demand for storage is significantly increasing due to positive changes in demand and the push from overseas tech giants for AI infrastructure, leading to a notable rise in computing power requirements [1] - The company anticipates that the niche DRAM market will remain in a relatively tight supply environment for the next two years, with prices expected to rise further and maintain a good level in 2026 [1] Group 2 - The company aims to capture at least one-third of the domestic niche DRAM market, which is valued at approximately 30-40 billion USD, over the next five years [1] - The stock of the company has seen an increase of over 5%, trading at 243 HKD with a transaction volume of 98.6 million HKD at the time of reporting [1]

GigaDevice-港股异动 | 兆易创新(03986)涨超5% 内存行情火热 公司计划未来五年取得1/3利基DRAM市场份额 - Reportify