Memory Chip Concept Stocks Continue to Surge, BIWIN Hits All-Time High
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Author:小编   

On March 6, 2026, memory chip concept stocks demonstrated significant strength in the A-share market. Kexiang Co., Ltd. witnessed a remarkable surge of over 10%, Chengbang Co., Ltd. soared to the daily limit of 10CM, Shannon Chipinnovation climbed by more than 6%, and BIWIN rose by nearly 6%. Meanwhile, Demingli, Wanrun Technology, and Quartz Corp. also experienced increases exceeding 3%. BIWIN made an announcement stating that it anticipates achieving an operating revenue ranging from RMB 4 billion to 4.5 billion for the period from January to February 2026, marking a year-on-year increase of 340%-395%. Additionally, the company expects its net profit to reach RMB 1.5 billion to 1.8 billion, effectively turning a loss into a profit on a year-on-year basis. In response to the global shortage of memory chips, major tech giants such as Alibaba, ByteDance, and Tencent are shifting their focus towards domestic chip manufacturers. According to a survey conducted by TrendForce, the combined revenue of the top five global NAND flash memory brand manufacturers saw a quarter-on-quarter increase of 23.8% in the fourth quarter of 2025, reaching USD 21.17 billion. It is projected that in the first quarter of 2026, the overall prices of NAND flash memory will experience an 85%-90% quarter-on-quarter increase, with revenues likely to continue their upward trajectory.