On July 3, Dosilicon unveiled a report detailing its investor relations activities. During the second quarter, prominent overseas original manufacturers, including Samsung and Micron, progressively withdrew from the niche memory market, resulting in a substantial reduction in supply. Concurrently, demand from downstream industries—such as network communications, security surveillance, consumer electronics, industrial control, and automotive electronics—continued its upward trajectory. The prevailing supply-demand imbalance (Note: The term 'supply-demand imbalance' is commonly understood in economic contexts as a disparity between the quantity supplied and the quantity demanded; here, it is preserved within an HTML comment for structural coherence) is projected to persist in the near term, thereby propelling prices for niche memory products to new heights. As we look ahead to the full year, with overseas manufacturers further adjusting their production capacities, market prices for niche memory chips are anticipated to keep climbing in the latter half of the year.
