On September 29, significant gains were observed across major A-share indices, with the memory chip sector experiencing a stabilization and rebound following a notable correction in the prior trading session. Data from Tonghuashun iFind revealed that the sector witnessed a net inflow of 1.93 billion yuan in main funds throughout the day. As data centers expand and the demand for AI computing power surges, memory chips have emerged as pivotal for enhancing computing efficiency. Technological advancements, such as DDR5, HBM, and 3D NAND, are continuously unlocking new potential within the industry. Institutions anticipate that, driven by the escalating demand for AI servers and high-capacity memory, coupled with a shift in production capacity towards high-value-added products and a prolonged cycle for new capacity releases, memory chip prices are poised to receive robust support, and suppliers' bargaining power is expected to further solidify.