International Tech Titans Trigger Surge in Price Increases, Leaving Only 9 Concentrated Holding Stocks in the Storage Chip Sector
1 day ago / Read about 0 minute
Author:小编   

The revolution in AI computing power is fundamentally altering the supply-demand landscape of the storage chip industry. Plagued by supply shortages and a sharp uptick in demand from cloud-based enterprises, Samsung Electronics has implemented a 30% price hike for its LPDDR4X, LPDDR5, and LPDDR5X memory products. Additionally, NAND flash memory prices have climbed by 5% to 10%. Parallelly, Micron Technology has informed its customers of impending price increases ranging from 20% to 30%. Since the onset of this year, the A-share storage chip sector has showcased a resilient overall performance. Nevertheless, certain companies have lagged behind the gains witnessed in the semiconductor industry index. Based on Databao statistics, a mere 9 storage chip concept stocks have underperformed the Shenwan Semiconductor Industry Index (which stands at 50.51%) year-to-date. These stocks have also witnessed a decline in their latest shareholder counts by over 5% compared to the end of the second quarter. Notably, Oriental Centurion, Jingce Electronic, Sunny Optical Tech, and Deep Technology have all seen their shareholder counts diminish by more than 10%.