Gigadevice Semiconductor Inc. Rises Nearly 9% in Morning Trading; Institutions Predict Memory Supply Shortage Will Continue

SadMoneyMeow · 2026-03-16T09:35:51+00:00

GigaDevice's stock price increased by 8.85%, and market research indicates that supply and demand imbalance has caused a significant rise in global DRAM and NAND flash memory prices. The shortage is expected to continue until the second half of 2027, and the growth in AI-driven storage demand will benefit domestic storage manufacturers. Investors are advised to focus on related investment opportunities.

SadMoneyMeow

2026-03-16 09:35:51

Abstract generation in progress

GigaDevice (03986) shares rose 8.85% in the morning, trading at HKD 396.20, with a turnover of HKD 407 million.

Market research firm Counterpoint Research reports that due to ongoing supply and demand imbalance, global DRAM and NAND flash memory prices surged significantly around the Lunar New Year, with several products increasing over 130% month-on-month. The firm predicts that the supply shortage will last at least until the second half of 2027.

CICC Securities believes that AI-driven demand for memory is strong, with the memory cycle continuing to rise. The demand for AI and domestic substitution is expected to significantly benefit domestic memory module and chip manufacturers, and investment opportunities are recommended in these sectors.

（Editor: He Chong）

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