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CITIC Securities: Optimistic about Memory Capacity Growth & Tech Upgrades, Sees Vast Potential for Key Semiconductor Providers
2 day ago /
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Author：小编
CITIC Securities' research report highlights that, propelled by robust AI demand, the memory sector is set to sustain a strong growth trajectory. The upward trend in memory chip prices is likely to extend through 2026, fueling further industry expansion. CITIC Securities expresses confidence in the accelerated capacity expansions and technological advancements of China's domestic memory leaders. It is anticipated that the utilization of semiconductor materials crucial to wafer fabrication processes will surge significantly. Consequently, major suppliers of materials and components to these industry giants stand to gain, experiencing a phased increase in operational performance as downstream production capacities ramp up.
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