① SK Hynix estimates that if the recovery in PC and smartphone demand in the second half of the year causes existing inventory to be exhausted, the memory market will face tension. ② Yongxing Securities believes that as downstream demand may continue to improve, memory chip prices are expected to continue to rise, and related industrial chains are expected to continue to benefit.
SK Hynix said that development of 12-layer stacked (12Hi) HBM3E memory is expected to be completed in the third quarter, and overall memory supply may face shortages in the second half of the year. This year's customers are mainly focusing on 8Hi HBM3E memory, and SK Hynix will prepare for the overall increase in customer demand for the 12Hi HBM3E next year. SK Hynix estimates that if the recovery in PC and smartphone demand in the second half of the year causes existing inventory to be exhausted, the memory market will face tension.
Yongxing Securities believes that due to server-led demand, the prices of original SSDs and memory may continue to rise in the second quarter, making it difficult for mobile phones and PCs in a tug-of-war to resist further increases on the supply side. As downstream demand may continue to improve, memory chip prices are expected to continue to rise, and related industrial chains are expected to continue to benefit.
According to the Finance Federation's theme library, among the relevant listed companies:
As a leading domestic storage module manufacturer, Jiang Bolong has the industry-class storage brand ForeSee and the international high-end consumer storage brand Lexar. Related products are widely used in consumer electronics, industrial control, automotive electronics and other fields.
Demingli is a leader in storage modules and uses a self-developed main control chip+firmware solution to build a core technology platform. The company has now established a complete flash memory storage product matrix, which includes three product lines: mobile storage, solid state drives, and embedded storage.