电子行业存储芯片周度跟踪：三星电子完成24Gb GDDR7 DRAM开发，DRAM中HBM比重逐渐提升

Investment Rating - The report maintains an "Overweight" rating for the semiconductor industry, particularly focusing on the storage segment [1]. Core Insights - The NAND market shows slight price fluctuations, with demand for NAND modules continuing to rise. The overall shipment growth rate for NAND bits in the first three quarters of 2024 reached 30%, marking a historical high for the same period [1][16]. - DRAM prices have slightly decreased, with Samsung announcing the completion of its first 24Gb GDDR7 DRAM development, aimed at various applications including AI workstations and data centers [1][14]. - The proportion of HBM (High Bandwidth Memory) in DRAM is gradually increasing, with an estimated average price increase of 8% to 13% for DRAM overall due to the rising HBM share [1][17]. Summary by Sections 1. Weekly Price Tracking of Storage Chips - NAND prices fluctuated between -2.17% to 2.77%, with an average change of 0.20%. Demand for high-capacity NAND storage modules is on the rise [1]. - DRAM prices saw a range of -2.94% to -0.02%, with an average decline of 1.04%. Samsung's new GDDR7 DRAM is expected to enhance performance significantly [1][14]. 2. Industry News - The storage market is experiencing a general price decline, with demand recovering slightly due to upcoming shopping festivals. However, overall market demand remains weak, with most transactions being small orders [13]. - The global PC market's performance in Q3 2024 was below expectations, with ASUS outperforming others, while Apple saw a significant drop in market share [13]. 3. Company Dynamics - Beijing Junzheng is promoting its G.vn chip for in-car connectivity applications [18]. - Dongxin Technology is steadily advancing its research and industrialization efforts [19]. 4. Company Announcements - Notable announcements include share reductions by major shareholders and capital changes by companies like Jiangbolong [20]. 5. Risk Indicators - The report does not include specific risk indicators as per the task requirements.