半导体-旧内存扩产中 DDR4 供应分析- China Semiconductors-Old Memory Expanding DDR4 Supply

March 31, 2026 11:26 AM GMT Greater China Semiconductors | Asia Pacific Morgan Stanley Taiwan Limited+ M Update Old Memory: Expanding DDR4 Supply What's new? GigaDevice reported that its 2026 budget for related-party transactions with CXMT is Rmb5.711bn. This is significantly higher than the Rmb1.161bn budgeted for 2025 or the previously reported Rmb1.547bn budgeted for 1H26. The company noted the Y/Y increase is due to stronger demand and increased foundry costs. We believe the increased budget is mostly d ...