Our reporters have gathered insights from industry insiders within the memory sector, who report that certain original manufacturers have temporarily ceased setting prices for specific DRAM and Flash products. In instances where prices are quoted, the time frame for their validity is notably brief. This development has consequently cast a shadow over the domestic industry chain.

The Securities Department of Longsys commented that the company maintains sufficient inventory reserves, and the upstream price hikes could potentially enhance gross profit margins. Meanwhile, the Securities Department of Puyan Co., Ltd. disclosed that supply constraints are expected to intensify in the fourth quarter, and they are actively engaged in negotiations with downstream clients regarding price adjustments.

The Securities Department of Shannon Semiconductor, acting as a distributor, mentioned that while upstream price increases exert a limited direct impact on gross profit margins, the primary concern lies in the potential fluctuations in sales volume.