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兆易创新(603986.SH):展望2024年,主流存储价格将延续上涨走势,带动利基存储价格上涨

Mega Easy Innovation (603986.SH): Looking ahead to 2024, mainstream storage prices will continue to rise, driving niche storage prices to rise

Gelonghui Finance ·  Feb 7 07:12

Gelonghui, February 7 | Zhaoyi Innovation (603986.SH) said on an interactive platform that please pay attention to the 2023 Annual Report for the detailed business situation of the company in 2023. At present, after several years of research and development, the company's 24nm SLC NAND products have good yield and reliability, excellent competitiveness, and can cover the mainstream needs of the niche SLC NAND market. By the end of 2023, the tight production capacity of SLC NAND will be greatly reduced compared to before, and batch supply will begin. Production capacity will continue to be expanded in 2024, further increasing market share. In 2024, we hope to achieve comprehensive expansion in Netcom, cameras, and other industrial fields, and the shipment volume will continue to grow from the current level. In terms of product prices, SLC NAND experienced a slight price recovery in Q4 2023. Looking ahead to 2024, mainstream storage prices will continue to rise, driving niche storage prices to rise, and the company's NAND prices will continue to rise.

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