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On October 15, news emerged that Changxin Technology, a prominent domestic memory manufacturer, has introduced a groundbreaking new technical architecture. Concurrently, the stock prices of global memory industry leaders have witnessed notable corrections in recent times. Specifically, on October 13, the stock prices of both Samsung Electronics and SK Hynix plummeted by over 7%. However, on October 14, the rate of decline slowed and the prices stabilized. Industry analysts posit that the sharp downturn in the stock prices of these international memory behemoths represents a short-term overreaction in trading sentiment. Nonetheless, the long-term trajectory suggests a market reassessment of their previously entrenched monopoly positions. Looking ahead, the server market is poised for a potential differentiation.
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