Chen Qingwen, general manager of Shiquan, said that the current supply in the memory market continues to be tight, and prices will still rise in the fourth quarter, but the increase will slow down compared to the past eight or nine months. Specifically, the price increase will shift from a sharp increase of 15% to 20% in a single month to a quarterly increase of about 20% to 30%. He stressed that the problem with the current market is not that the price is too high, but that there is not that much supply. In terms of supply, the original storage plant's production capacity has been covered by a large number of long-term contracts, and the new plant's production expansion rate cannot keep up with demand. Take Micron MegaFab as an example. The first production line will not be launched until the fourth quarter of 2027 at the earliest, and orders for 2028 and 2029 have already been completed. Chen Qingwen also revealed that recently, the industry has received notices from upstream manufacturers, clearly conveying that supplies released in 2027 will be drastically reduced, and even the production capacity of the original factory for 2027-2028 has almost been booked. In terms of demand, he believes that demand for DRAM is currently more stable than NAND Flash, and the DRAM gap is very obvious and huge; although NAND Flash also has a gap, it is relatively less serious. The real serious shortage is expected to occur in the first half of 2027, when there is very little external availability.

Chen Qingwen, general manager of Shiquan, said that the current supply in the memory market continues to be tight, and prices will still rise in the fourth quarter, but the increase will slow down compared to the past eight or nine months. Specifically, the price increase will shift from a sharp increase of 15% to 20% in a single month to a quarterly increase of about 20% to 30%. He stressed that the problem with the current market is not that the price is too high, but that there is not that much supply. In terms of supply, the original storage plant's production capacity has been covered by a large number of long-term contracts, and the new plant's production expansion rate cannot keep up with demand. Take Micron MegaFab as an example. The first production line will not be launched until the fourth quarter of 2027 at the earliest, and orders for 2028 and 2029 have already been completed. Chen Qingwen also revealed that recently, the industry has received notices from upstream manufacturers, clearly conveying that supplies released in 2027 will be drastically reduced, and even the production capacity of the original factory for 2027-2028 has almost been booked. In terms of demand, he believes that demand for DRAM is currently more stable than NAND Flash, and the DRAM gap is very obvious and huge; although NAND Flash also has a gap, it is relatively less serious. The real serious shortage is expected to occur in the first half of 2027, when there is very little external availability.