兆易创新：After the marginal increase of production capacity in the niche memory market, prices are expected to fall considerably.

Odaily Odaily报道 兆易创新 issued an announcement regarding share price fluctuations. The cumulative deviation of the company's stock closing price increase from June 15, 2026, to June 29, 2026, over ten consecutive trading days, reached 73.42%. Over thirty consecutive trading days from May 18, 2026, to June 29, 2026, this cumulative deviation reached 125.60%.

The memory products currently operated by the company belong to the niche memory product category. These primarily supply a broad and fragmented downstream market beyond mobile phones, PCs, and servers, encompassing areas such as consumer electronics, industry, networking, and automotive. The current price increase for related products is mainly driven by a significant surge in demand from the mainstream memory market related to AI, prompting major international memory manufacturers to shift their operational focus to these product areas. The niche memory market benefits indirectly, primarily due to supply tightness.

Unlike the mainstream memory market, the total downstream demand for the niche memory market is relatively stable. During this phase of rapid price increases, downstream demand has already been somewhat suppressed. Subsequently, with a marginal increase in production capacity in the niche memory market, prices will see a considerable decline. (Jin Shi)