Price hikes in storage chips gradually passed on to downstream manufacturers, prompting them to actively stock up.

Increase in storage chip prices gradually reflected in downstream manufacturers, leading them to proactively increase inventory.

[Mobile China News] Recently, the memory chip market has experienced a round of price increases. After going through a downward cycle, the memory chip market is finally turning around. So far, the prices of some models of memory chips have risen by 10% to 50% from the bottom of this year, indicating a recovery in market demand and industry prosperity. This trend has attracted widespread attention, especially for listed companies in the memory chip industry, it is undoubtedly a positive signal. Recently, many listed companies, such as Jiangbolong and Biwin Storage, have received intensive research from institutions, conveying positive signals to the market.

During the research, these listed companies stated that the global chip market conditions are improving. With the continuous progress of technology and changes in market demand, the memory chip industry is experiencing a new round of development opportunities. At the same time, the rising memory chip prices have been passed on to downstream manufacturers, and customer stocking has become more active, further promoting market recovery. However, the market also needs to be aware of the volatility of the memory chip market, and there are still uncertainties in future development. Therefore, investors need to closely monitor market trends and company fundamentals and make investment decisions with caution.

Memory chips are the most important segment of the semiconductor market, mainly divided into flash memory and RAM. Flash memory includes NAND Flash and NOR Flash, and RAM mainly consists of DRAM. The combined sales of DRAM and NAND Flash account for about 97% of the entire memory market. In the race for more memory, competition among mobile phone manufacturers is becoming increasingly fierce. According to well-known digital blogger “Digital Idle Talk Station,” some mobile phone manufacturers are already conducting tests on 32GB memory phones.

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It is worth mentioning that the rising prices of memory chips will put some pressure on the costs of mobile phone manufacturers, and manufacturers need to consider how to balance supply chain costs. In addition, for mobile phone manufacturers, they may not launch as many high-capacity products next year, and they may even reduce or downgrade some specifications. Mobile phone manufacturers may also shift from competing in high-capacity to other differentiated advantages.

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