On August 27, Yu Jia, head of China's technology industry research at UBS Securities, said at the “UBS A-share Seminar” a special online media conference on the Chinese semiconductor industry. It is expected that DRAM supply will continue to be tight until the second quarter of 2028; NAND will remain relatively scarce until at least the fourth quarter of next year; DRAM prices are expected to rise 40% or more year on year next year; and NAND prices will rise more than 30%.

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