HK Stock Market Move | GigaDevice Semiconductor Inc. (03986) rose by more than 5%, with a hot market for memory. The company plans to achieve a 1/3 market share in the niche DRAM market in the next five years.

GigaDevice Semiconductor Inc. (03986) rises over 5%, as of press time, up 4.55% to 243 Hong Kong dollars, with a turnover of 98.601 million Hong Kong dollars. On the news front, according to the latest report from Counterpoint Research, the memory market has entered a "super bullish" phase, with the current market even surpassing the historical peak of 2018. It is expected to rise by another 40%-50% in Q1 2026. In a survey conducted in the fourth quarter of 2025, GigaDevice Semiconductor Inc. stated that due to further positive changes in demand in 2025, overseas technology giants are driving AI infrastructure, and the demand for storage due to the growth of computing power is expected to increase significantly. in addition, the capacity demand announced by the technology giants is greater than the actual planned increase by the major storage manufacturers. In this context, GigaDevice Semiconductor Inc. expects the niche DRAM market to remain relatively tight in supply for about the next 2 years, with prices expected to further increase and maintain a relatively good level in 2026. The company stated that looking towards the next 5 years, targeting at least one-third of the niche DRAM market in mainland China, which is valued at 30 billion to 40 billion U.S. dollars.