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Express News | East Memory Semiconductor: The company's 1xnm flash memory products have entered mass production and are being sold.
Memory dividend spreads to 'non-AI' sectors: Prices of these two types of memory have doubled this year, with institutions forecasting continued price increases in the second half.
① Major manufacturers continue to prioritize capacity allocation toward high-value-added products, thereby squeezing the mature-node capacity relied upon by NOR Flash and SLC NAND; ② NOR Flash and SLC NAND remain irreplaceable in automotive, industrial control, medical, defense, and edge AI applications; ③ Institutions anticipate that prices for both products will continue to rise in the second half of the year amid tightening supply-demand dynamics.
Express News | East Memory Semiconductor Co., Ltd.: Resignation of Director and Core Technical Personnel and Election of New Director
East Memory Semiconductor Co., Ltd. (SHA: 688110): The company's LPDDR4x products have already entered mass production.
Gelonghui, June 9 — Dongxin Semiconductor (SHA: 688110) stated on an investor interaction platform that its LPDDR4x products have entered mass production, and the company continues to develop additional LPDDR4x product variants.
A-share memory storage-related stocks rose collectively, with Dapuwei, Longsys, and Shannon Core all gaining over 3%.
Gelonghui, June 9 — Overnight, storage chip-related stocks in the U.S. market rose collectively, driving a broad rally in A-share storage-related stocks today. Among them, Dongxin Semiconductor surged more than 11%, FeiKai Materials rose over 7%, Liyuan Information gained more than 6%, Xi’an Yicai-U climbed over 5%, and HU Silicon Industry, Taiji Industry, Jingzhida, Shengyi Technology, Dinglong Shares, and Bocheng Shares all rose more than 4%. Meanwhile, Dapuwei-UW, Longsys, NAURA, Demingli, Goke Microelectronics, Shannon Core Creation, Biwin Storage, and Gigadevice advanced more than 3%.
Broker Morning Meeting Highlights: Focusing on Value Reassessment of Mature Production Lines
At today's broker morning meeting, Huatai Securities noted a focus on the value re-rating of mature production lines; CITIC Securities believes the beryllium price floor is likely to continue rising; and CICC stated that AI-driven data centers (AIDC) will create a long-term supply-demand gap in power generation, maintaining a positive outlook on the power generation industry chain.