电子行业存储芯片周度跟踪：NANDFlash晶圆价格上涨，SK海力士1c nm工艺开发成功

Investment Rating - The industry investment rating is maintained as "Overweight" for the electronics sector [1]. Core Insights - The NAND Flash market is experiencing slight price fluctuations, with a significant year-on-year decrease of 40% in retail channel shipments for consumer NAND Flash in Q2 2024, indicating severe challenges in the global consumer storage market [1][13]. - NAND Flash wafer prices continue to rise, increasing operational costs for module manufacturers, while DRAM prices show minor fluctuations with SK Hynix successfully developing the sixth-generation 10nm (1c) DDR5 DRAM, expected to supply next year [1][14]. - The market for embedded products is seeing price reductions, particularly in low-capacity eMMC products due to weak demand, while high-capacity products are slightly adjusted to capture market share [12]. Summary by Sections 1. Weekly Price Tracking of Storage Chips - NAND Flash prices fluctuated between -1.22% to 4.64% with an average change of 0.51% during the week of August 26 to August 30, 2024 [1]. - DRAM prices showed a range of -4.73% to 0.07%, with an average decline of 1.10% during the same period [1]. 2. Industry News - The supply side of the storage market is showing signs of loosening, with a narrowing of price declines in the channel market after three rounds of price drops [12]. - The consumer storage market is facing significant challenges, with a notable drop in shipments and rising wafer prices impacting operational costs [13]. 3. Company Dynamics - Jiangbolong is adjusting its external and internal production capacities based on business development and customer demand, following acquisitions in Brazil and Suzhou [17]. - Jiangbolong clarified that reports of a "cooperation breakdown" with Kingston are inaccurate, and discussions regarding collaboration are ongoing [18]. 4. Company Announcements - Jiangbolong reported a revenue of approximately 9.039 billion yuan for the first half of 2024, a year-on-year increase of 143.82%, with a net profit of about 594 million yuan, up 199.64% [20].