On November 2, Junzheng Co., Ltd. stated on an interactive platform that judging from production capacity, DRAM production capacity is still tight, and supply is expected to remain tight in 2027. The company is actively expanding new production capacity resources and allocating supply according to production and inventory conditions. Demand for NOR Flash is currently growing rapidly, and production capacity is expected to increase significantly next year. Judging from the industry outlook, it is expected that DRAM will remain tight in 2027, and prices will be affected by the supply and demand situation. Currently, customer demand in the company's memory chip sector is still strong. The company continues to expand its customers in the storage field. In the DRAM field, as major manufacturers shift their focus to HBM and other products, the company cooperates with more high-quality customers; the company continues to iteratively upgrade new process products, which will drive continuous growth in shipments and revenue in the future; in addition, AI development also continues to drive the company's business growth. For example, the development of AI servers is driving the company's demand for NOR Flash to grow rapidly. Overall, in the current storage cycle, the company will focus on customer development, product capacity building and supply guarantee, and continue to increase investment in R&D to ensure the company's long-term steady development.

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