A · Important
[Ingenics: DRAM prices continue to rise in the third quarter and demand is strong and supply is tight. Price increases are expected to continue in the fourth quarter.] On August 31, Ingenics (300223.SZ) released an investor relations activity record announcement. DRAM prices continued to rise in the third quarter and demand was strong and supply was tight. Price increases are expected to continue in the fourth quarter. Some SRAM and Flash products have experienced price increases in the third and fourth quarters. Affected by the increase in demand for AI servers, the supply of large-capacity 512Mb Flash has begun to become tight. Memory chip sales are expected to grow by about 20% this year, and new production capacity resources are expected to be launched in the second half of next year. 3D stacked DRAM is mainly targeted at end-side AI applications and is currently actively cooperating with end-side chip computing power companies.
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