电子行业存储芯片周度跟踪：三星电子开发基于第八代V~NAND的车载SSD，SK海力士量产12层HBM3E

Investment Rating - The industry investment rating is maintained as "Overweight" [1] Core Insights - The NAND market shows slight price fluctuations, with Samsung Electronics successfully developing its first PCIe 4.0 automotive SSD based on the eighth generation V-NAND technology, achieving read speeds of up to 4,700MB/s and write speeds of 1,400MB/s [1] - The average price fluctuation for 22 categories of NAND particles ranges from -4.81% to 9.91%, with an average change of 1.35% [1] - DRAM prices have slightly decreased, with a reported average fluctuation of -0.93% across 18 categories [1] - SK Hynix has begun mass production of the 12-layer HBM3E, achieving a capacity of 36GB, which is a 50% increase compared to existing products [1] Summary by Sections 1. Storage Chip Weekly Price Tracking - NAND prices show a range of fluctuations, with 17 items increasing and 5 decreasing in price [1] - DRAM prices have seen a slight decline, with 1 item increasing and 17 decreasing [1] 2. Industry News - Seasonal demand for storage has shown signs of recovery, but price expectations remain weak, leading to a downward trend in the spot market [12] - The market is experiencing intense competition among storage manufacturers, particularly for large-capacity SSDs, as they lower prices to secure orders [13][14] 3. Company Dynamics - Companies like Huahai Chengke are increasing their focus on high-end semiconductor materials, while Dongxin Co. is concentrating on the development of small and medium-capacity NAND Flash, NOR Flash, and DRAM products [19][20] - Yishitong has completed the construction of its SOC battery pilot line and is actively exploring downstream cooperation [21] 4. Company Announcements - Key announcements include share reductions by Jiangbolong and Hengshuo Co., and an equity incentive plan by Huahai Chengke [22]