In September 2025, the memory chip market witnessed a flurry of price increases. Samsung raised the prices of its DRAM and NAND flash memory products, with some items experiencing hikes of up to 30%. This action positioned Samsung as yet another memory industry behemoth to implement price adjustments, following in the footsteps of Micron and SanDisk. Influenced by these developments, A-share memory chip concept stocks exhibited strong performance. Tongfu Microelectronics soared to its daily limit, while Jiangbo Long and other stocks also rallied. The price escalations were attributed to supply constraints. The training of AI large models and the expansion of data centers fueled a dramatic surge in demand. Meanwhile, production cuts of older products further intensified supply shortages. Additionally, the acceleration of domestic substitution efforts, exemplified by the rise of Yangtze Memory Technologies and ChangXin Memory Technologies, has broken the pricing monopoly held by international giants. However, a gap still persists in the high-end product sector. Industry forecasts suggest that this round of price hikes is anticipated to persist into the first quarter of 2026. During this period, the price centers for DRAM and NAND are expected to rise by 40%-60%.