① Samsung Electronics expects strong demand for server memory chips and steady demand for mobile and PC memory chips in the second half of the year. ② Gao Yuyang of Shanxi Securities said that the upward trend in prices is clear, and storage has entered a new upward cycle. In the future, as operating profit margins improve due to continued price increases in storage prices, storage manufacturers are expected to experience a double blow from Davis in performance and valuation, and there is plenty of room for a rebound in the industry.
Samsung Electronics expects strong demand for server memory chips in the second half of the year, and steady demand for mobile and PC memory chips.
Recently, news about memory chips has continued. On April 26, it was announced that the US plans to provide Micron Technology with grants of 6.1 billion US dollars and loans of up to 7.5 billion US dollars to help it build two new plants in the US. On April 24, it was announced that SK Hynix plans to expand production capacity for next-generation DRAM, including HBM, to meet rapidly growing AI demand. Zou Chen's analysis of Zhongyuan Securities pointed out that with the explosive development of AI technology, AI applications are gradually expanding from servers to AI phones and AIPC terminals. AI servers have significantly increased the requirements for storage performance and capacity. HBM and DDR5 memory cards will benefit from the rapid growth of AI servers, and replacing HDDs will become an important driving force for the growth of SSD demand; AIPC's demand for DRAM capacity will increase dramatically, and 16GBDRAM will become the basic configuration for a new generation of AI phones. The sharp increase in AI phones and AIPC penetration is expected to drive a new wave of rotation, AI It may drive a significant increase in storage requirements. Gao Yuyang of Shanxi Securities said that the upward trend in prices is clear. Storage has entered a new upward cycle. In the future, as operating profit margins improve due to continued price increases in storage prices, storage manufacturers are expected to face a double blow from Davis in performance and valuation, and there is plenty of room for a rebound in the industry.
According to the Finance Federation's theme library, among the relevant listed companies:
Baiwei Storage has mastered advanced packaging processes such as 16-layer die, 30-40 μm ultra-thin DIE, and multi-chip heterogeneous integration to support large-scale mass production of NandFlash chips, DRAM chips, and SIP package chips, so that memory chips have strong market competitiveness in terms of size, heat dissipation, electromagnetic compatibility, reliability, and storage capacity.
Lanqi Technology is one of the three mainstream DDR5 memory interface chip suppliers in the world, leading the industry. In January 2024, the company launched the fourth generation DDR5 RCD chip, which supports a data rate of 7200MT/S.