Economic Observation Network On that day, the concept of storage chips was active and became the main market trend. As of press time, Silicon Electric Co., Ltd. has risen nearly 14%, with related stocks such as Baiwei Storage and Jiangbolong experiencing significant gains ?

Sector Performance
The strong performance of the sector is supported by favorable fundamentals: According to South Korean media reports, Samsung Electronics has completed negotiations on DRAM prices for the second quarter, with contract prices rising by about 30% compared to the first quarter, covering HBM and general DRAM products. If we use the price at the beginning of 2025 as the benchmark, after two rounds of price increases, the supply price in the second quarter has reached 2.6 times the benchmark price Wanlian Securities pointed out that driven by the demand for AI servers, DRAM supply is tightening, and original manufacturers are actively pushing for contract price increases ?

Industry policies and environment
The main business of Silicon Electric Co., Ltd. is the research and development, production, and sales of semiconductor specialized equipment. At the industrial level, the explosive demand for AI computing power coupled with the accelerated expansion of domestic wafer fabs has resulted in a high volume of orders from equipment companies. Top enterprises such as Huahai Qingke and Northern Huachuang have placed orders until 2027, confirming the high prosperity of the industry The CSI Semiconductor Materials and Equipment Theme Index rose 3.4% on the same day, with component stocks such as China Silicon Electric and Koma Technology leading the way in gains ?

Business Progress
The company's DEMO equipment has been sent to leading domestic storage chip manufacturers such as Changjiang Storage for trial production verification. These customers are the company's future key expansion targets Although the company's third quarter report for 2025 shows a year-on-year decline in performance for the first three quarters, the market is more concerned about its long-term positioning in the domestic semiconductor equipment replacement and storage chip industry chain.

The above content is based on publicly available information and does not constitute investment advice.