On September 23, Dosilicon disclosed in a research report that the memory market's supply-demand balance is gradually tilting in favor of suppliers. The AI craze is fueling a surge in demand for high-performance memory. Meanwhile, the need to stock up on terminal products during the traditional peak season for consumer electronics has further boosted market demand for memory products. These two factors combined have acted as significant catalysts for price hikes. The niche memory chips that Dosilicon deals with have witnessed a gradual rebound in sales prices as market demand picks up, showing an overall upward trend.

When it comes to foundry costs, with the resurgence of downstream demand, foundries on the mainland are maintaining high utilization rates, resulting in tight capacity. It is projected that foundry prices will experience a gradual increase this year. The company adopts the weighted average method for cost calculation, a move that will not undermine its sustained positive business outlook in the short run.