Group 1 - The storage chip market is experiencing a shortage and price increase that has spread from upstream wafer manufacturing to downstream packaging and testing [2] - Major storage chip manufacturers like Samsung, SK Hynix, and Micron are focusing on expanding HBM capacity for AI applications, leading to a tight supply of standard DRAM and NAND chips [4][5] - Packaging and testing companies are seeing a surge in orders, with capacity utilization nearing full load and recent price increases of up to 30% [2][4] Group 2 - If a second wave of price increases occurs, 2026 is expected to be a year of both price and volume growth for the storage packaging and testing industry, significantly boosting the performance of related companies [4] - Domestic packaging and testing companies have indicated strong demand in Q4 2025, leading to improved capacity utilization [5]
封测报价飙涨30%！
国芯网·2026-01-12 12:23