On March 16, A-share stocks related to the memory chip concept collectively surged in strength, with companies such as Netac Technology and BIWIN experiencing notable share price increases. On the news front, the global memory chip market has stepped into a 'super boom cycle,' characterized by a continuous upward trajectory in prices. Industry insiders have disclosed that in the spot market, prices for certain memory products have skyrocketed by nearly 20% compared to February levels. Meanwhile, in the contract market, influenced by major industry players like Samsung and SK Hynix, the trend of global memory chip price hikes for the second quarter has already been established. Throughout the entire year, it is anticipated that there will be a 50% to 60% shortfall in HBM (High Bandwidth Memory) capacity, with price escalations remaining the dominant trend.
