Montage Technology(SH:688008) Mei Ri Jing Ji Xin Wen·2026-01-22 10:24Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.36%, driven by sectors such as defense, oil and petrochemicals, and building materials, while non-ferrous metals and beauty care sectors experienced declines [1] - The chip technology sector continued to strengthen, with the chip ETF (159995.SZ) rising by 0.68%. Notable individual stock performances included Lanke Technology up by 7.80%, Longxin Zhongke up by 7.75%, and Jingcheng Machinery up by 5.95% [1] Group 2 - TrendForce forecasts a significant increase in DRAM prices by 55% to 60% quarter-on-quarter in Q1 2026, primarily due to large-scale capacity shifts to server and HBM applications, leading to supply tightness in other markets. NAND prices are expected to rise by 33% to 38% due to overall capacity control by manufacturers [3] - SanDisk, a major overseas NAND manufacturer, has proposed a long-term lock-in plan requiring 100% cash prepayment from several clients, with contract prices potentially doubling, exceeding market expectations by 30% to 40% [3] - According to招商证券, the global storage supply is expected to remain tight throughout 2026, driven by AI demand outpacing capacity expansion. The domestic storage industry is anticipated to benefit from the price surge due to shortages, with a focus on storage manufacturers, module/chip companies, and packaging/testing sectors [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, and Changdian Technology [3]