The Zhitong Finance App learned that on Wednesday, some memory chip concept stocks strengthened intraday. Seagate Technology (STX.US) and Western Digital (WDC.US) rose more than 2%, while Micron Technology (MU.US) and SanDisk (SNDK.US) rose slightly. SK Hynix (SKHY.US) fell more than 5% at the beginning of the session. As of press time, the decline had narrowed to 2%.

Bank of America analyst ViveKarya's team released the latest research report saying that China's big open source model, represented by KimiK3, the dark side of the moon, has been intensively implemented, further strengthening the agency's optimistic expectations for the storage circuit and Micron Technology (MU). The big model “open source” points to open weights and cannot avoid purchasing storage hardware such as HBM, DRAM, and NAND for enterprise deployment. The global AI wave will continue to drive long-term demand for memory chips.

Analysts mentioned that currently domestic AI manufacturers' large model API pricing is extremely competitive. Tencent's mixed source and Kimik3 pricing are far lower than AnthropicClaude's overseas models, but the low price is a business model strategy and is not equivalent to a decline in hardware demand. Although the major models continue to optimize the efficiency of computing power usage, overall memory consumption has not decreased as the number of model parameters and active parameters expand.

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