电子行业存储芯片周度跟踪：美光或下调10%NAND闪存产能利用率，铠侠宣布已开发出OCTRAM技术

Investment Rating - The industry investment rating is maintained at "Overweight" [3]. Core Insights - Micron has reduced its NAND flash memory capacity utilization by 10% in response to a slowdown in market demand. The average price fluctuation for NAND particles ranged from -1.27% to 3.17%, with an average change of 0.41% [3][21]. - Kioxia has announced the development of OCTRAM technology, a new type of 4F² DRAM that significantly reduces power consumption, which is expected to benefit applications such as artificial intelligence and IoT products [3][28]. - The overall market performance remains stable, with some short-term price increases observed in low-capacity embedded products due to supply constraints [21]. Summary by Sections 1. Weekly Price Tracking of Storage Chips - The price fluctuation for NAND flash memory particles was noted, with 11 items stable, 9 items increasing, and 2 items decreasing in price [3]. - The average price changes for DRAM products showed a range of 2.45% to 3.12%, with a slight average decrease of -0.10% [3]. 2. Industry News - The market is experiencing a differentiation in pricing, particularly for low-capacity eMMC products, which are seeing price increases due to supply tightness [21]. - Micron's NAND business reported revenues of $2.2 billion for the first fiscal quarter, reflecting an 82% year-over-year increase but a 5% quarter-over-quarter decline [22]. 3. Company Dynamics - Marvell has launched a customized HBM computing architecture aimed at enhancing XPU performance and efficiency, collaborating with major HBM manufacturers [24][28]. - Dongxin Co. has indicated that the rapid development of the AI market is driving strong demand for storage, with a focus on improving product performance and market share [30]. 4. Company Announcements - Key announcements from companies in the storage industry include updates on funding and board changes, reflecting ongoing strategic adjustments [33][35].