On September 1, at the semi-annual performance report meeting, He Wei, vice chairman and general manager of Zhaoyi Innovation, analyzed that in terms of DRAM products, the company expects to continue to rise in the second half of the year, and prices will rise moderately. Looking ahead to 2027, the release of incremental production capacity in the DRAM industry is relatively limited, the tight DRAM supply situation will not ease significantly, the industry boom cycle will be relatively long, and product prices will fluctuate at a high level. For SLC NAND Flash products, the company believes that the boom cycle will be relatively long and will continue for at least the whole of 2027.
Zhitongcaijing · 1d ago
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On September 1, at the semi-annual performance report meeting, He Wei, vice chairman and general manager of Zhaoyi Innovation, analyzed that in terms of DRAM products, the company expects to continue to rise in the second half of the year, and prices will rise moderately. Looking ahead to 2027, the release of incremental production capacity in the DRAM industry is relatively limited, the tight DRAM supply situation will not ease significantly, the industry boom cycle will be relatively long, and product prices will fluctuate at a high level. For SLC NAND Flash products, the company believes that the boom cycle will be relatively long and will continue for at least the whole of 2027.
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