On October 30, shares of memory chip companies, including Jiangbo Long and Biwin Storage, soared to record highs. Over the preceding six months, the escalating prices of memory chips have not only propelled the stock values of associated firms but also markedly enhanced their financial results. To illustrate, Jiangbo Long witnessed a staggering 1994.42% year-on-year surge in net profit during the third quarter, whereas Shannon Chipcon reported a 42.81% sequential increase in net profit. Industry analysts forecast that the ongoing trend of price hikes for AI server memory products is likely to persist until 2026, with companies along the industrial chain well-positioned to capitalize on this opportunity.
