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利基型内存产品需求回暖
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兆易创新:利基型内存部分产品需求回暖
news flash· 2025-04-29 07:31
Core Viewpoint - The company has observed a recovery in demand and price increase for certain niche DRAM products, expected to continue in the short term [1] Group 1: Demand and Supply Dynamics - As of the end of Q1 2025 to early Q2, there has been a demand rebound for some niche DRAM products, along with rising prices [1] - The reduction in production by leading industry players has led to a decrease in supply, moving the supply-demand balance towards equilibrium [1] - Some niche products are now experiencing a situation where demand slightly exceeds supply, which is anticipated to persist in the short term [1] Group 2: Price Trends - It is expected that the price volatility of niche products will become less correlated with mainstream products, potentially leading to a gradual decoupling [1]