In response to institutional research on October 27, Junzheng Co., Ltd. said that overall storage prices showed an upward trend in the fourth quarter. Prices for NOR Flash large-capacity products continued to rise. DRAM prices for some customers increased significantly due to uneven price increases from overseas manufacturers. The increase in some products has narrowed, and overall prices are still continuing to rise. It is expected that storage gross margin will continue to grow in the fourth quarter. Next year's price cannot currently be clearly predicted, and there is a possibility that the price will rise to a certain extent; currently, when negotiating next year's agreement with global customers, the company basically adjusts prices according to the quarterly price adjustment method. At that time, it is determined based on market supply and demand. Currently, DRAM supply is still very tight, and Flash supply is also tightening. At present, overall customer demand is strong, especially in niche markets such as automobiles and industry. As major international companies gradually withdraw from segments such as DDR4 and LPDDR4, a large amount of demand is shifting to companies; in the Flash sector, demand in the automotive and industrial markets is very good, and demand in the AI server sector is strong. Judging from the predicted growth of customer orders for next year, it is still very good.

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