Core Viewpoint - The stock price of兆易创新 (GigaDevice) increased by 5.59% to 321 HKD, with a trading volume of 29.84 million HKD, amidst a backdrop of fluctuating DRAM prices and tightening overseas liquidity expectations [1] Group 1: Market Impact - Korean memory giants experienced a significant drop in stock prices due to the first decline in DRAM spot prices in several months [1] - Despite the volatility in the spot market, Goldman Sachs reported an upward revision in contract prices for DRAM, indicating a strong bullish outlook [1] Group 2: Price Forecasts - Goldman Sachs analyst Giuni Lee's team has significantly raised the price forecasts for DRAM in major application areas for Q1 2026 [1] - Traditional DRAM pricing is expected to increase by 45%-50% quarter-over-quarter by Q4 2025, followed by a further increase of 90%-95% quarter-over-quarter in Q1 2026, surpassing previous market expectations [1]