20240324-德邦证券-电子_存储价格周度跟踪_DRAM需求清淡_NAND_wafer询单增多_3页

Summary

DRAM Market

Demand remained subdued due to traditional off-peak season, leading to slight price declines. DRAM prices fell by an average of -0.7% compared to previous week data, with most products seeing downward trends.

NAND Market

Inquiries for specific brands of NAND wafers increased, but supply constraints limited transactions. NAND prices saw mixed results, with a slight average drop.

Market Forecast

DRAM is expected to grow by 15%, reaching 2370 billion GB equivalent, while NAND growth at 20% will contribute to overall market expansion of 42%. PCIe Gen5 SSDs are set to dominate and replace SATA SSDs, driven by higher data rates.

Related Stock Recommendations

Storage modules: Jiangbulong, Baowei Storage, Longke Technology, Demingli.
Storage chips: Megaint Innovation, East Sunrise, Primal Innovations.
DDR5 support: Link Horizons, Jucheng Shares.

Risk Factors

Potential risks include weak demand, intensified competition, and global trade frictions.