Samsung Electric plans to renegotiate NAND flash memory prices with major mobile, PC, and server customers from this month to next month, with a target price increase of 15 to 20%. After more than a year of oversupply, Samsung Electronics' NAND flash memory sales price remained flat for a while, so it plans to negotiate with major customers to bring the price back to a reasonable level.

According to the Huachuang Securities Research Report, AI demand is strongly driven, and the storage market will experience a sharp rise in volume and price. On the PC/mobile phone side, AI can accelerate terminal configuration upgrades, and the demand for bits is expected to continue to rise. On the server side, according to Micron estimates, the amount of DRAM/NAND used in AI servers is 8 times/3 times that of traditional servers, respectively; at the same time, it has also spawned massive demand for new high-performance memories. HBM has broken through memory capacity and bandwidth bottlenecks, and is regarded as a next-generation DRAM solution, and has become an indispensable key technology in the AI era. Driven by strong AI demand, the average standalone capacity of smartphones, servers, and laptops is growing, and the server sector is growing the most.

According to the Finance Federation's theme library, among the relevant listed companies:

Jingzhida is actively targeting the semiconductor memory device testing industry. DRAM wafer aging test equipment has completed technical development and testing and has entered the verification stage; DRAM testers are still in the continuous R&D and testing stage; and the probe card business has made significant breakthroughs and entered the batch delivery stage.

Hubei Changjiang Wanrun Semiconductor Technology Co., Ltd., a subsidiary of Wanrun Technology, mainly focuses on R&D, production and sales of flash memory packages, flash memory testing and storage modules for storage semiconductors, and embedded storage.