Micron Technology's revenue for the first fiscal quarter increased 16% year over year to 4.7 billion US dollars, and the fiscal second quarter performance guidelines were raised. Micron said that strong demand for memory in data centers is helping to make up for the slow recovery in memory demand in the PC and smartphone markets, driving the market's expectations that Micron's excess inventory is easing. Last night, the US stock Micron Technology rose more than 8%, the biggest increase since March 2022.

According to an analysis by Donghai Securities, global data volume is showing explosive growth, and demand for memory chips is strong. At the same time, industry sentiment is greatly affected by the relationship between supply and demand, showing strong cyclicality, and is regarded as a weather vane for the semiconductor industry cycle. According to the data, the global DRAM market reached 95.1 billion US dollars in 2021, an increase of 41% over the previous year. In 2022, due to the decline in global market sentiment, the DRAM market fell 17% to 79.1 billion US dollars. In the future, as the storage market accelerates to the bottom and terminal demand gradually recovers, the size of the DRAM market is expected to show an upward trend.

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

Baiwei Storage is mainly engaged in semiconductor memory storage medium application research and development, packaging testing, production and sales. The wafer-level advanced packaging and testing project proposed by the company to raise additional capital can lay the foundation for packaging technology realized by HBM.

Shannon Xinchuang is Hynix's sole agent for mainland cloud service storage. The agent products include high-end memory such as DDR5 and HBM.