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Zhaoyi Innovation released an investor relations activity record announcement. Prices for DRAM products have gone through several consecutive quarters of rising prices. As of the end of the second quarter of this year, the price of niche DRAM is still on an upward trend. It is expected that the upward trend will continue in the second half of the year, and prices will rise moderately. Looking ahead to 2027, the release of incremental production capacity in the DRAM industry is relatively limited, the tight DRAM supply situation will not ease significantly, the industry boom cycle will be relatively long, and product prices will fluctuate at a high level. The volume and price of SLC NAND Flash products rose sharply in the first half of 2026. Currently, the supply shortage of SLC NAND products has not been significantly alleviated. It is expected that SLC NAND Flash's boom cycle will last for at least the whole of 2027. Currently, the supply of MCU products is relatively tight, and demand is relatively good. Prices rose moderately in the first half of this year. It is expected that the relatively tight supply situation will continue in the next few quarters, and prices will continue to rise moderately.

Zhitongcaijing·08/24/2026 13:17:28
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Zhaoyi Innovation released an investor relations activity record announcement. Prices for DRAM products have gone through several consecutive quarters of rising prices. As of the end of the second quarter of this year, the price of niche DRAM is still on an upward trend. It is expected that the upward trend will continue in the second half of the year, and prices will rise moderately. Looking ahead to 2027, the release of incremental production capacity in the DRAM industry is relatively limited, the tight DRAM supply situation will not ease significantly, the industry boom cycle will be relatively long, and product prices will fluctuate at a high level. The volume and price of SLC NAND Flash products rose sharply in the first half of 2026. Currently, the supply shortage of SLC NAND products has not been significantly alleviated. It is expected that SLC NAND Flash's boom cycle will last for at least the whole of 2027. Currently, the supply of MCU products is relatively tight, and demand is relatively good. Prices rose moderately in the first half of this year. It is expected that the relatively tight supply situation will continue in the next few quarters, and prices will continue to rise moderately.