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Spurred by the deployment of advanced AI large-scale models such as Google Gemini 3.0, Alibaba's QianWen, and LingGuang, investor confidence in artificial intelligence is rebounding across the globe, from Silicon Valley to Beijing. Memory chips, which serve as a critical component of AI infrastructure, have once again become a focal point for investors. Between November 24 and 25, memory-related stocks worldwide experienced a collective surge. According to industry analysis, there is a broad consensus that memory chip prices will continue to rise significantly, with this upward trajectory expected to extend at least through mid-2025. Notably, the price hikes for DDR5 memory are projected to be even more pronounced. In line with global trends set by major international manufacturers, domestic memory chip producers are also implementing price increases.
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