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北京君正(300223.SZ):公司Nand Flash需求趋势不错
Ge Long Hui· 2025-10-11 06:34
格隆汇10月11日丨北京君正(300223.SZ)在投资者互动平台表示,公司Nand Flash需求趋势不错。 ...
集成电路ETF(159546)盘中上涨超2.4%,存储行业高景气或延续
Mei Ri Jing Ji Xin Wen· 2025-09-10 06:28
Group 1 - The storage industry maintained high prosperity in Q2, with DRAM industry revenue reaching $31.63 billion, a quarter-on-quarter increase of 17.1%, and NAND Flash top five brands' revenue increasing by 22.0% to $14.67 billion [1] - Demand from AI servers and data centers is expected to keep the storage industry prosperous in Q3, with DRAM's prosperity expected to be higher than NAND Flash due to its closer ties to the AI industry chain and higher demand for DDR5 and HBM [1] - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which selects listed companies involved in design, manufacturing, packaging testing, and related materials and equipment to reflect the overall performance of the integrated circuit industry [1] Group 2 - Investors without stock accounts can consider the Guotai Zhongzheng All Index Integrated Circuit ETF Initiated Link C (020227) and Guotai Zhongzheng All Index Integrated Circuit ETF Initiated Link A (020226) [1]