Lates News

CITIC Securities research report stated that since March, there has been a slight correction in the spot prices of DRAM, but the mainstream spot prices of DRAM chips are still higher than the contract premium rate, and contract prices continue to rise. The contract price of NAND in March has risen significantly, with a strong increase surpassing spot prices. TrendForce predicts that in the second quarter, the price increase for DRAM/NAND Flash contracts will reach 58%-63%/70%-75%, once again showing that the storage industry remains strong. CITIC Securities predicts that the supply-demand imbalance will continue until 2027 with price increases throughout 2026, and is optimistic about the core trend of the storage industry, recommending storage manufacturers and design companies closely connected to the manufacturers.