如果您希望可以时常见面，欢迎标星收藏哦~ 铠侠控股株式会社的子公司铠侠株式会社（Kioxia Corporation）与闪迪公司今日宣布，将双方 在铠侠四日市工厂的合资协议延长五年。该协议原定于 2029 年 12 月 31 日到期，现有效期将延 长至 2034 年 12 月 31 日，为两家公司长达 25 年以上的深厚合作关系再添重要里程碑。 此次协议延期凸显了铠侠与闪迪的深度协作 —— 双方将继续借助人工智能赋能的智能制造技术 及规模经济优势，保障先进 3D 闪存的稳定生产。其高端 3D 存储产品对满足生成式人工智能应 用催生的海量需求至关重要。此外，铠侠北上工厂的合资协议也将同步调整，与四日市工厂协议 保持一致，有效期延长至 2034 年 12 月 31 日。 根据这份续约协议，闪迪将向铠侠支付 11.65 亿美元，用于支付制造服务费用及确保持续供货。 该笔款项将在 2026 年至 2029 年期间分期支付。 "我们很高兴能深化与闪迪的战略合作伙伴关系。" 铠侠总裁兼首席执行官早坂伸夫（Nobuo Hayasaka）表示，"这份协议不仅认可了铠侠制造业务的价值，更通过全球最大闪存制造基地的 规模经济效应 ...

Core Viewpoint - The decline in memory prices has ended, with prices expected to stabilize and rebound in Q1 and Q2 of 2025 [1] Group 1: Price Changes - Hynix's DRAM prices have increased by approximately 12% [2] - SanDisk announced a price increase of over 10% for flash memory products starting April 1 [2] - The fixed trading price for DDR4 8Gb DRAM products rose by 22.22% compared to March [2] Group 2: Industry Overview - DRAM and flash memory are essential components in various devices, including PCs, smartphones, SSDs, and USB drives [4][6] - The demand for DRAM is increasing due to the deployment of GenAI in devices, requiring larger memory capacities [7][8] Group 3: Key Companies in A-Share Market - Major DRAM companies include Beijing Junzheng and Deep Technology, with Deep Technology being a leader in DRAM packaging and testing [13] - Key flash memory companies include Zhaoyi Innovation, Dongxin Co., Puran Co., and Jiangbolong [14] - Zhaoyi Innovation and Dongxin Co. have flash memory revenue shares of over 60% [15] Group 4: Company Profiles - Jiangbolong is a leader in storage modules, including SSDs and memory cards [17] - Demingli's SSDs account for 48.20% of its revenue, with mobile storage at 28.01% [21] - Zhaoyi Innovation's storage chip revenue reached 5.194 billion yuan, making up 70.6% of total revenue [23] - Beijing Junzheng's storage chips are its primary revenue source, focusing on consumer markets like security monitoring [24]