Based on the investor relations activity record released by Junzheng Co., Ltd., DRAM prices have continued their upward trajectory in the third quarter, fueled by robust demand and constrained supply. This trend of price hikes is anticipated to carry over into the fourth quarter. Meanwhile, prices for certain SRAM and Flash products have also experienced sequential increases in both the third and fourth quarters. Notably, high-capacity 512Mb Flash is facing supply shortages due to escalating demand from AI servers. The company projects that its full-year memory chip sales will achieve approximately 20% growth. Furthermore, it expects new production capacity resources to become operational in the latter half of next year. Additionally, Junzheng's 3D stacked DRAM is predominantly designed for edge AI applications, and the company is currently engaged in close collaboration with edge chip computing power firms.
