On the afternoon of January 16, 2026, the concept stocks of memory chips continued to strengthen. Biwin Storage hit a 20cm daily limit and reached a historic high. Earlier, King Sun also hit the daily limit, and shares of HCHC, Jiangbo Long, and several others rose significantly. According to a report by TrendForce, driven by a surge in demand for AI computing power and server expansion, it is expected that the overall contract price of general-type DRAM will increase by 55%-60% quarter-on-quarter in the first quarter of 2026, while the contract prices for various NAND Flash products will continue to rise by 33%-38%.
