Memory chips are experiencing a price increase, and domestic companies are entering a golden period of development
Recently, the price of memory chips has been rising. Not only have many overseas memory leading enterprises announced that they will increase the quotation of some products from April, but domestic memory enterprises have also raised the delivery price. The speed of this round of memory chip price increase is higher than the industry's original expectations. Many industry insiders interviewed said that one month ago, the industry generally estimated that the price of memory chips is expected to start rising in June or July this year, but from the current situation, the industry recovery signal is strong. "The price increase of storage products comes from both the supply and demand sides, and the part that exceeds expectations mainly comes from the demand side. Under the wave of AI (artificial intelligence), the global storage market has strong demand, especially the domestic AI industry is booming. Many companies have increased their layout in AI servers and other aspects. In addition, new AI applications are emerging in an endless stream, such as AI glasses, which has significantly driven the demand for storage products. This has brought good opportunities for the development of domestic storage companies." Xiao Botian, head of the strategy department of Shenzhen BIWIN Storage Technology Co., Ltd., said.