GIGADEVICE Surges Over 6% Before Noon, Hitting Intraday Record High on Benefiting from Memory Cycle Upswing

Deep News01-19

GIGADEVICE (03986) saw its shares surge over 7% in early trading, reaching a high of HK$295 and refreshing its listing record high. As of press time, the stock was up 6.32%, trading at HK$289.20, with a turnover of HK$385 million.

A research report from Morgan Stanley pointed out that the supply-demand gap for traditional memory chips is continuing to widen, with the industry expected to welcome a new wave of a super cycle from the second quarter of 2025 through 2026. Supply tightness for products such as DDR4, DDR3, NOR Flash, and SLC/MLC NAND is intensifying, leaving no room for market pessimism. The report indicates that strong capacity demand for advanced process memory products (such as DDR5, HBM) is squeezing the allocation of mature process capacity. In January 2026, leading enterprises are actively procuring DDR4, and due to supply constraints, its price increase in the first quarter could potentially reach 50%.

It is reported that GIGADEVICE held the top market share in mainland China for both its NOR Flash and SLC NAND Flash products in 2024; its market share for niche DRAM ranked second in mainland China for 2024. Everbright Securities previously stated that GIGADEVICE is a leading domestic enterprise in niche memory and benefits from the volume and price increases brought by the upswing in the memory cycle, with its diversified product portfolio expected to further unlock incremental growth space.

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