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CITIC Securities' latest research report anticipates a broad-based increase in mainstream and niche storage prices during the third quarter of 2025. Amidst the traditional peak season for consumer electronics, the performance of storage vendors in this quarter promises to be particularly noteworthy. Notably, DDR4 and NOR Flash prices are displaying clear upward trends, which has significantly bolstered the favorability of leading storage chip design companies. Furthermore, storage module distributors are also emerging as key players worth keeping an eye on. Intriguingly, some DDR4 prices have surged beyond those of DDR5, as original equipment manufacturers gradually phase out of the DDR4 market. This transition is expected to expedite the adoption rate of DDR5.
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