存储市场价格上涨

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存储市场又涨价,龙头股狂飙300%,产业链名单曝光
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 00:03
存储市场缺货潮再蔓延,多家机构预测第四季度存储价格或将延续涨势。 年初至今,存储器指数涨幅超过60%,成分股东芯股份涨幅高达321.20%。 SFC ...
存储市场又涨价,龙头股狂飙300%,产业链名单曝光
21世纪经济报道· 2025-09-29 00:01
(声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。) 出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 360亿券商股吸并细节公布,股价半年涨超84% 万达被执行超52亿,遭多家金融机构起诉 白银、铂金飙升,最大黄金ETF大幅增仓,国内金饰突破1108元/克 SFC 21君荐读 编辑丨陈泽锴 存储市场缺货潮再蔓延,多家机构预测第四季度存储价格或将延续涨势。 年初至今,存储器指数涨幅超过60%,成分股东芯股份涨幅高达321.20%。 记者丨刘夏菲 ...
朗科科技:目前公司主要产品有SSD固态硬盘、DRAM内存条、嵌入式存储等存储产品和消费类电子产品
Mei Ri Jing Ji Xin Wen· 2025-09-25 09:28
Group 1 - The company anticipates a comprehensive price increase in the storage market for the fourth quarter, according to CFM flash memory market research [2] - Morgan Stanley's report predicts a supply shortage in the memory market by 2026, particularly in the NAND sector, due to production cuts and limited wafer capacity in recent years [2] - The company offers a range of products including SSDs, DRAM memory modules, embedded storage, and mobile storage, as well as consumer electronics like wearable devices and computer peripherals [2] Group 2 - The company will closely monitor changes in the storage market and adjust its procurement and sales strategies accordingly [2]
江波龙(301308) - 2025年9月15日-16日投资者关系活动记录表
2025-09-17 10:56
Group 1: Market Trends and Pricing - Micron has announced a price increase of over 10% for consumer products, with potential price hikes of 20%-30% for DDR4, DDR5, LPDDR4X, and LPDDR5X due to market conditions [2][3] - The NAND market is expected to see increased demand in the second half of the year, driven by AI server shipments and new smartphone releases, leading to a comprehensive price rise in the fourth quarter [3] Group 2: Business Growth and Partnerships - The company ranks third in total capacity for enterprise SATA SSDs in China and first among domestic brands, with enterprise PCIe SSDs and RDIMM products being adopted by leading domestic companies [3][4] - The TCM (Technology Cooperation Manufacturing) model is currently in collaboration with SanDisk, accelerating UFS product integration into Tier 1 customer supply chains [4][5] Group 3: Product Development and Performance - The company has launched SOCAMM2, a memory product designed for AI data centers, which offers significant improvements in bandwidth and power efficiency compared to traditional RDIMM [4] - The self-developed main control chips have achieved over 80 million units in deployment by the end of July, with ongoing rapid growth in deployment scale [5]