According to news on October 30, the third quarter is the traditional peak season for the electronics industry, but this year’s downstream market demand is weak, and worries have always enveloped the entire industry, and the semiconductor sector has appeared on the disk. Phased callbacks.
Among them, the supply and demand of representative semiconductor storage has an inflection point, and the industry predicts that DRAM and NANDFlash will enter a cycle of falling prices. On the other hand, in the face of chip shortages, international giants continue to expand production, and domestic storage head-echelon companies generally performed well in the third quarter, accelerating product iteration and deep integration of the industry chain.