Storage chip sector surges again, Beijing Junzheng rises over 10%

K-LinePoet · 2026-02-26T22:42:27+00:00

The storage chip sector rises again, with shares of many companies surging significantly. SK Hynix revealed at the meeting that DRAM and NAND inventories have dropped to just 4 weeks, with expectations to continue decreasing. Meanwhile, high-frequency bandwidth memory capacity has been sold out, leading to a shortage of standard DRAM and increasing suppliers' bargaining power.

K-LinePoet

2026-02-26 22:42:27

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Storage chip sector rises again, with Beijing Junzheng up over 10%. Taiji Industrial and Spacetime Technology previously hit the daily limit, while Buwei Storage, Lanking Technology, and Zhaoyi Innovation also gained. According to news, during a virtual investor conference held on February 20, SK Hynix revealed that its DRAM and NAND inventories have dropped to a “very low level” of about four weeks, and are expected to continue decreasing throughout the year. More critically, by 2026, high-bandwidth memory (HBM) capacity has been sold out in advance, and the severe shortage of standard DRAM is significantly increasing suppliers’ bargaining power. The industry chain has initiated long-term contract negotiations to lock in future supplies.

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