Changes in Hong Kong stocks | GigaYi Innovation (03986) rose nearly 5%, and tight storage will continue until 2027, the company is expected to benefit from a wave of capacity replacement

The Zhitong Finance App learned that MegaYi Innovation (03986) rose nearly 5% in the intraday period. As of press release, it had risen 4.76% to HK$444.8, with a turnover of HK$1,525 billion.

According to the news, storage shortages will continue until 2027, according to reports. According to industry sources, the original factory was the first to complete the 2027 annual capacity allocation negotiations, and the DRAM and HBM production capacity of the three major original manufacturers was sold out ahead of schedule. BOC International previously stated that the company is one of the core targets of the storage sector in mainland China, and is optimistic about its share growth potential in the wave of production capacity replacement for niche DRAM and SLCNandFlash. The deep cooperation with Changxin is the core support for the company's DRAM business. In March 2026, the company announced that it will significantly increase the annual amount of OEM DRAM products purchased from Changxin Technology Group from 1,182 billion yuan in 2025 to 5.711 billion yuan in 2026.