At the time of reporting, share prices of Huahong Semiconductor, SMIC, and Shanghai Fudan witnessed notable increases, climbing by 7.16%, 3.08%, and 2.35% respectively. China Merchants Securities offered an in - depth analysis, stating that the memory cycle is currently in a full - fledged upswing. In the era of AI, the soaring demand has led to a widening gap between supply and demand. Consequently, memory prices have been accelerating their upward trajectory in October. Additionally, the process of achieving domestic self - sufficiency is picking up speed. Looking ahead to 2026, the expansion trend of domestic advanced logic and memory production lines is expected to bring further benefits to relevant companies.
