The Zhitong Finance App learned that GigaYi Innovation (03986) fell more than 3% in the afternoon. As of press release, it decreased by 3.27% to HK$473.6, with a turnover of HK$47,194 million.

According to the news, memory prices continue to receive market attention. Acer Chairman and CEO Chen Junsheng said on the 19th when talking about the PC supply chain that not all memory is currently out of stock. The supply of products such as DDR4 and DDR5 has increased, and the market is closer to high level shocks and price chaos. He also said that the increase in memory chip production in mainland China may eventually ease supply restrictions and put pressure on prices. The related effects will become more apparent around the end of 2027.

Furthermore, “big short” Michael Burry said that short bets on the semiconductor sector have been greatly expanded. He explained that in order to meet the strong demand for HBM in AI data centers, major manufacturers such as Samsung, SK Hynix, and Micron are shifting large production capacity from traditional DRAM to HBM, causing a tight supply of ordinary memory. However, as manufacturers gradually restore normal memory production capacity and release new supplies in many regions around the world, Burry believes that “normal DRAM” production is picking up, the gap between supply and demand will gradually narrow, and eventually put downward pressure on prices.

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