preface
Memory chips are red again today, after the price of memory chips continued to fall, causing supply chain shortages, but the more this is the more likely the market to bottom out.
The market has now begun to build low-priced inventory and reduce capital expenditure by purchasing a large number of people, but driven by the demand for artificial intelligence servers, it is expected to bottom out in the second half of 2023, and supply and demand will gradually improve. The demand pull of artificial intelligence is expected to become a catalyst for the memory market, and it is also expected that the supply and demand structure of memory chips will be further optimized.
The concept of memory chips
Memory chips, also called memory, are memory components used to store programs and various data information.
Why are memory chips so employed?
1. The market scale is large
The market for memory chips accounts for nearly 40% of the semiconductor industry; In 2023, the global memory chip market size is about to reach 100 billion.
2. The demand brought by chatgpt
AI servers require 8 times and 3 times more chips than conventional, the AI technology revolution is driving the global computing power race, and memory chips are expected to accelerate enterprise stability.
3. The inflection point at the bottom of the cycle has been signaled
After Yangtze River Storage will raise the price of NAND, Samsung and SK Hynix will also follow suit, and the semiconductor manufacturing industry is expected to slow down in the second quarter of 2023 and begin to gradually recover in the third quarter.
4. There is huge space for domestic substitution
The rise of domestic manufacturers such as Yangtze River Storage and Changxin Storage has initially completed the strategic layout in the field of memory chips, and the ban on the purchase of Micron marks that the localization of storage will be fully accelerated.
Entering our topic, after analysis and research, Daniu also selected four potential leaders from the "memory chip concept", especially the last one
The first one: Tongyou Technology
The unit belongs to the software industry, including information and innovation concepts, operating systems, Internet of Things, big data, digital economy, cloud computing, memory, military-civilian integration and other concepts.
The second one: Longke Technology
The unit belongs to the electronic equipment industry, including East Data West Computing, Memory, Intellectual Property, and other concepts
The third one: Wanrun Technology
The stock belongs to the business service industry, including ByteDance concept, Kuaishou concept, memory, 5G, solar energy, Huawei concept, Xiaomi concept, smart city, smart home, LED, MLED, automotive electronics, intelligent machines, aerospace and military industry, BYD concept, network marketing, Xpeng Motors concept, auto parts and other concepts
The fourth and my favorite one, the performance is expected to increase 10 times in 2 years "chip" stocks?
1. The operating capacity remained stable, the ability to return shareholders was greatly enhanced, and the net profit in the third quarter increased by more than 100%.
2. The stock price has a large pullback in the early stage, the current position is at a low level, the valuation is relatively reasonable, and there is a certain safety boundary;
3. Since the beginning of this year, institutional funds have entered the market one after another, and recently there are signs of pile up momentum and ready to go, choose the opportunity to do it, and then sit and wait for takeoff!