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On March 13th, amid a volatile market environment, the concept of memory chips witnessed a rebound. Demingli's stock price surged by more than 8%, reaching an unprecedented all-time high. Meanwhile, Sichuan Sidi Electric's shares also experienced a notable uptick, climbing nearly 10%. Other companies such as Dawei Shares and Jiangbo Long followed suit with gains. Seagate's Chief Commercial Officer commented that if the helium supply faces disruption lasting beyond a few weeks, chip manufacturers might be compelled to allocate a greater portion of their capacity towards artificial intelligence memory production. This shift could further intensify the already critical shortage of memory chips in the market. Additionally, three leading international chip design firms—Texas Instruments, NXP, and Infineon—have announced price hikes for certain products, effective from April.
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