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Ingenic Semiconductor stated in its investor relations activity record that its DRAM products are primarily supplied by partner foundries and IDM manufacturers in Taiwan, China. The long-term agreement model in this memory cycle has been adjusted, and capacity will remain relatively tight through 2027. The company is actively seeking additional capacity, but whether growth will materialize—and to what extent—remains uncertain. The company currently holds relatively high inventory, with DRAM accounting for a large share, and will allocate shipments across quarters based on production and customer demand. Even if capacity does not increase later, the company can ensure continuous supply through the end of 2027 and is striving to secure more capacity support in 2028.
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