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2026-03-24 14:11:54
[Afternoon memory chip stocks rebounded amid volatility, reports suggest DRAM and NAND prices may rise by triple digits in the first half of the year] (1) Afternoon memory chip stocks rebounded amid volatility, with Demingli nearing its daily limit, followed by Gu'ao Technology, Shangluo Electronics, Saiteng Shares, Yingxin Development, and Qipai Technology. (2) Wedbush analysts said in a report released on Monday that DRAM and NAND memory prices are rising rapidly, and the price increase is expected to reach "triple digits" in the first half of 2026. Among them, the price increase of DRAM is expected to reach 130% to 150%, and the increase of NAND is also close to this level. (3) This forecast is based on the price in the fourth quarter of 2025, becoming a direct catalyst for the sector's rebound.
