电子行业存储芯片周度跟踪：渠道客户陆续备货，三星开始量产PCle 5.0 PM9E1SSD

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Viewpoints - The NAND market shows slight price fluctuations, with Samsung starting mass production of PCIe 5.0 PM9E1 SSDs, which feature improved performance, storage capacity, energy efficiency, and security due to the use of a self-developed 5nm controller and eighth-generation V-NAND [1] - The DRAM market has seen a slight price decline, with strong AI demand leading major suppliers to focus on HBM and mainstream DRAM [1] - The HBM market is expected to accelerate growth due to increased demand from computing power chips, with companies like Micron validating their 12-layer HBM3E products [1][12] Summary by Sections 1. Weekly Price Tracking of Storage Chips - NAND prices fluctuated between -4.30% to 5.16%, with an average change of 1.31% [1] - DRAM prices showed a range of -3.75% to 0.19%, with 18 categories experiencing price changes [1] 2. Industry News - The market is seeing early signs of demand as customers prepare for the Double 11 and overseas "Black Friday" promotions, leading to some stability in prices [10] - Samsung has begun mass production of PM9E1 SSDs, which significantly enhance performance compared to previous models [11] - Strong AI demand is pushing suppliers to focus on HBM and mainstream DRAM, with expectations of supply tightening in 2025 [12] 3. Company Dynamics - Dongxin Co. aims to provide reliable and efficient storage products while exploring diversified development opportunities [15] - Xiechuang Data is adjusting procurement strategies in response to increasing AI server demand [16] - Jiangbolong is focusing on building capabilities across the semiconductor storage application product chain [17] 4. Company Announcements - Key announcements include stock buybacks and the use of raised funds for cash management by various companies [20]