The Zhitong Finance App learned that memory chips are currently becoming one of the most prosperous tracks in the semiconductor industry chain. TrendForce Jibang Consulting predicts that the month-on-month increase in DRAM contract prices in the fourth quarter of 2026 remained in double digits, and the pattern of short supply in the market continued. The implementation of AI is driving the upgrading of storage from electronic product accessories to core hardware that determines inference performance. In this context, as the first “A+H” independent memory company listed in China, Jiang Bolong (301308.SZ) is relying on the two major grippers of end-side AI storage and enterprise-level storage to deeply upgrade the card industry.
Zhitongcaijing · 2d ago
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The Zhitong Finance App learned that memory chips are currently becoming one of the most prosperous tracks in the semiconductor industry chain. TrendForce Jibang Consulting predicts that the month-on-month increase in DRAM contract prices in the fourth quarter of 2026 remained in double digits, and the pattern of short supply in the market continued. The implementation of AI is driving the upgrading of storage from electronic product accessories to core hardware that determines inference performance. In this context, as the first “A+H” independent memory company listed in China, Jiang Bolong (301308.SZ) is relying on the two major grippers of end-side AI storage and enterprise-level storage to deeply upgrade the card industry.
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