利好突袭！芯片产业链传来大消息！

Core Viewpoint - The article highlights the positive developments in the semiconductor industry, particularly focusing on the bullish outlook for chip companies driven by AI demand and anticipated price increases in memory chips [3][4][5]. Group 1: Chip Company Developments - Goldman Sachs raised the target price for Chipone Technology (芯原股份) from 193 RMB to 220 RMB, maintaining a "buy" rating, reflecting strong growth driven by AI orders [4][5]. - Chipone recorded an 86% year-on-year increase in new orders from July to mid-September, with 64% of these orders coming from the AI computing sector, leading to a total order backlog of 3 billion RMB [5][6]. - The company is expected to see improvements in gross margin and profitability, with net profit forecasts for 2026-2030 being adjusted upwards by 2% to 7% [6]. Group 2: Memory Chip Price Increases - Micron Technology has paused all product pricing for DDR4, DDR5, LPDDR4, and LPDDR5 memory chips, with potential price increases of 20%-30% expected due to supply-demand changes [8][9]. - SanDisk has already announced a price increase of over 10% for its storage products, indicating the start of a new price surge in the memory chip industry [9][10]. - The demand for storage chips is being driven by AI applications and data centers, with DRAM price index rising approximately 72% over the past six months due to supply constraints [9][10].