China Microelectronics linear daily limit | institutions: concerned about the memory chip related companies

On the 30th, the concept of the chip stocks rose again, as of press time, China Microelectronics linear daily limit. Rich Man Micro rose 8%, Weir shares, Ying Fang Wei, Jing Jia Wei, Hua Tian Technology, Silan Wei and other stocks All against the market pulled up.

Following the soaring of the chip stocks on the 28th, the chip concept stocks rose again today. For the investment opportunities of the sector, Cinda Securities believes that the prices of storage chips continue to rise. The prices of memory chips continue to rise since the second half of 2016. DRAM The average selling price increased from US $ 2.45 in July 2016 to US $ 5.16 in July 2017, an increase of 111% over the same period of last year. The contract price of NANDFlash has been on the rise since the beginning of last year. As of the end of September this year, the contract price of 64Gb8G * 8MLC has accumulated Up $ 1.59, an increase of 75.7% global boom boom, the larger the gap between supply and demand of integrated circuits in China. Memory is the most important part of the semiconductor industry, its continued rise in prices to some extent reflect the degree of prosperity of the semiconductor industry Upgrade .In the country to actively promote the downstream industry demand continued growth in the case, recommended for the consumer electronics design, manufacture or IC packaging and testing companies related to memory chips, the key recommendation All Technology, purple country core, Beijing Junzheng, Top Technology, Siu Yi innovation and long-term technology.

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