DDR4
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澜起科技：AI智能体拉动CPU服务器及内存互连芯片需求，CXL MXC受益于DDR4复用；买入评级
2026-10-21 18:38
28 September 2026 | 3:25AM HKT Equity Research Montage (688008.SS): AI agent drives CPU servers demand and Memory interconnect ICs; CXL MXC riding on DDR4 reuse; Buy We talked to Montage management recently where the company reiterated it remains positive on its business outlook, driven by: (1) AI agent continuing to drive CPU servers demand, with new platforms requiring more memory channels, driving DDR5 demand, along with generation migration, (2) DDR6 drives RCD demand, as per DDR6 RDIMM requires two RCD ...
存储价格跟踪：2026年四季度DRAM和NAND均价预测整体高于高盛预期_ Memory Pricing Tracker_ September 2026_ 4Q26 DRAM_NAND ASP forecast overall higher than GSe
高盛· 2026-10-21 18:37
30 September 2026 | 11:49PM SGT Equity Research South Korea Tech: Memory Pricing Tracker: September 2026: 4Q26 DRAM/NAND ASP forecast overall higher than GSe TrendForce expects 4Q26 DRAM ASP for PC/server/mobile to increase by +13-18%/+10-15%/+0-5% qoq, while forecasts NAND ASP to grow 15-20% qoq during the same period. TrendForce estimates are higher than GSe for PC DRAM, server DRAM, and NAND, while inline for mobile DRAM. We reiterate our Buy ratings on SEC (on CL) and Hynix. PC DRAM: 4Q26 pricing foreca ...
DRAM情绪指标：传统存储与HBM价格预期基本完成重置，开始恢复 DRAM Sentiment Indicator_ Sep. 2026_ Conventional memory and HBM ASP expectations largely reset and starting to recover
2026-10-21 18:37
Equity Research 30 September 2026 | 11:46PM SGT GS DRAM Sentiment Indicator: Sep. 2026: Conventional memory and HBM ASP expectations largely reset and starting to recover Our DRAM sentiment indicator for September 2026 is pointing in a moderately positive direction (same as August). Notable highlights include: 1) DDR5/DDR4 pricing continued its upward trend in September, 2) Taiwan Tech companies overall posted solid yoy growth with server ODM monthly revenue reaching record high growth rate at +130% yoy, an ...
全球存储月报（9月）：三季度价格环比上涨约20%，四季度或再涨百分之十几-Global Memory MEMORY TRACKER (Sep)_ ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q
2026-10-21 18:37
纪要 关注公众亏:水木纪要 6 October 2026 Global Memorv MEMORY TRACKER (Sep): ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou. CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai. CFA +852 2123 266 vipin.cai@be This monthly tracker (download dataset here) summarizes contract/spot price data released by TrendForce/DRAMeXchange & compares that with our model & investor expectations. DRAM: Sep contract ...
DRAM：南亚科三季度业绩超预期，长鑫存储最新动态-Greater China Semiconductors – DRAM-Nanya 3Q beat; CXMT updates
2026-10-21 18:36
October 12, 2026 03:39 PM GMT Greater China Semiconductors – DRAM | Asia Pacific Nanya 3Q beat; CXMT updates DRAM supply constraints continue. Contract renewals drove Nanya's 3Q beat. CXMT's G5 milestone strengthens its tech roadmap, but yield ramp and customer qualification take time. Nanya 3Q beat; LTAs in spotlight: Nanya reported 3Q revenue of NT$134bn, +62% Q/Q, +612% Y/Y, 8% above consensus. 3Q gross profit was NT$114bn, +114% Q/Q, 12% above consensus, implying a GM of 85.7%. 3Q net profit was NT$88bn ...
君正股份（300223）：新产品+产能+制程提升，DRAM持续高景气
中邮证券· 2026-10-21 16:49
证券研究报告：电子 | 公司点评报告 l 投资要点 DDR4、LPDDR4 占比快速提升，新制程贡献显著。2026H1，公 司存储芯片工艺制程的升级以及 AI 快速发展带来的新增市场需 求，使客户对公司产品的需求大幅增长，同时受存储大周期的推 动，公司部分存储产品价格上涨，存储芯片产品线实现营收 26.32 亿元，同比+90.08%。收入结构看，DRAM 占比 50+%，Flash 占比 30+%，剩下为 SRAM。公司持续进行新产品的研发和推广，基于新 制程的 DRAM 产品自推向市场以来，受到客户的高度认可，产品需 求旺盛，也带动了DRAM产品的收入增长。就DRAM具体而言，DDR4、 LPDDR4 原来占比较小，2026Q1 DDR4、LPDDR4 在整体 DRAM 占比大 概 40%出头，2026Q2 占比超过 50%，而且持续增长，其中 LPDDR4 占比更高，另外，LPDDR4 的收入贡献主要为新制程贡献。 君正股份(300223) 新产品+产能+制程提升，DRAM 持续高景气 | 最新收盘价（元） | 103.55 | | --- | --- | | 总股本/流通股本（亿股）5.15 | / 4 ...
