On the afternoon of September 16, 2026, memory chip concept stocks witnessed abnormal market movements, leading to a notable surge. Taiji Industrial soared to its daily limit, following in the footsteps of Infomicro, which had earlier achieved the same feat. Other prominent gainers included Debang Technology, Montage Technology, Shumake Technology, Wanrun Technology, and Demingli.

In terms of industry news, Apple has, for the first time, accepted memory chip price quotations from Samsung Electronics for the first quarter of 2027. The quoted prices indicate that DRAM will approach $2.0 per Gb, while NAND flash memory will reach approximately $0.33 per Gb. This marks a significant 30%-40% increase compared to the price quotations from the third quarter of 2026.

Furthermore, SK Hynix is currently in negotiations with Intel to establish a cooperation agreement. This collaboration is expected to result in SK Hynix producing memory chips in the United States for the first time. Two potential options are under consideration: one involves leasing a portion of Intel's facility in Ohio, and the other entails forming a joint venture.