B · Normal
[The concept of memory chips fluctuated and pushed up, Chengbang shares hit the daily limit] On September 21, the concept of memory chips fluctuated and pushed up, Chengbang shares hit the daily limit, Shannon Core rose by more than 7%, Changxin Technology, Netac Technology, Longsys, and Puran shares followed suit. On the news, according to the latest estimates from UBS, global AI capital expenditures will total US$998 billion in 2026, almost double the US$506 billion in 2025. The substantial upward revision of this forecast is mainly due to the rapid increase in memory prices. UBS estimates that global memory spending will jump from $71 billion in 2025 to $367 billion in 2026.
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