B[Memory chip concept fluctuated and rebounded, and Dapu rose slightly by more than 12%] On October 30, the memory chip concept rebounded in early trading, and Dapu rose slightly by more than 12%. Previously, China Electronics Port hit the daily limit, and Ingenics, Yunhan Core City, Demingli, Haoshanghao, etc. followed suit. On the news, Dapuwei released its third quarter report for 2026, which showed that the company’s single-quarter net profit in the third quarter of 2026 increased by 1492.71% year-on-year. B[Memory stick prices are strong, but the memory stick market is pricey but not marketable] On October 26th, the A-share storage sector has continued to adjust recently, with some companies retracing their prices by more than 40%. However, CCTV financial reporters learned that Huaqiangbei's memory spot quotations have not seen any significant loosening: 16G DDR5 memory modules are generally quoted at 1,400 to 1,600 yuan, 32G at 2,000 to 3,000 yuan, and 1TB solid-state drives at 800 to 1,000 yuan. Although there has been a slight correction compared to the previous high, it is still at a high level overall. The reporter's investigation found that the current fluctuations in memory sales are more obvious than price fluctuations. During the interview, many merchants reported that their sales have generally fallen by 20% to 30% since October. Industry insiders said that the memory market price has dropped slightly, mainly because some channel dealers are under great financial pressure and must ship goods to withdraw funds. However, everyone purchases at high costs and no one dares to drop too much. As a result, the market has seen strong quotations, deserted transactions, and partial inversions. The inventory and financial pressure of the entire channel are accumulating. (CCTV Finance) B[Two departments: Accelerate the development of electronic design automation tools (EDA) and intellectual property cores (IP cores) and promote technological breakthroughs and applications such as three-dimensional integration] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned that promoting research on the entire integrated circuit chain. Develop high-end chip products such as high-performance processors, high-density memories, high-reliability analog and digital-analog hybrid chips. Improve the level of integrated circuit manufacturing, refine and mature processes, and improve advanced process capabilities. Promote the development and application of advanced packaging and testing technology. Promote the quality and upgrading of the wide-bandgap semiconductor industry, and promote the industrial development of ultra-wide-bandgap semiconductors such as gallium oxide and diamond. Continue to improve the supply capacity of key equipment, materials and parts, accelerate the development of electronic design automation tools (EDA) and intellectual property core (IP core), and promote technological breakthroughs and applications such as three-dimensional integration.
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