During an institutional research session, Beijing Junzheng disclosed that DRAM prices have experienced a notable surge. Domestic clients initiated price adjustments in the first quarter, and these prices have persisted in their upward trajectory through the second quarter. Concurrently, overseas clients have begun to mirror this trend. It is projected that both revenue and gross profit margins will sustain their growth momentum in the second quarter. Looking ahead, prices are expected to maintain their ascent in the third quarter, with the pricing strategy for the fourth quarter to be formulated based on the market conditions observed in the third quarter. Nevertheless, given the current supply constraints, there remains a possibility for further price adjustments in the fourth quarter.

Furthermore, as some clients have opted to substitute DRAM with certain SRAM products, prices for select SRAM chips also witnessed an uptick in the second quarter. NOR Flash prices, on the other hand, registered increases in both the first and second quarters, albeit at a slower pace compared to DRAM. Despite the tightening production capacity, the outlook for NOR Flash remains relatively more favorable than that of DRAM. In the first quarter, the company's Flash product line revenue demonstrated significant growth, primarily propelled by an uptick in sales volume.

As for the third quarter, pricing decisions will hinge on specific product offerings and client circumstances, implying that not all products will necessarily undergo price modifications. The company foresees that, propelled by the escalating prices of memory chips, gross profit margins will exhibit a sequential increase in each quarter.