Stock Track | SMIC Plummets 5.30% Intraday Amid Memory Spot Price Concerns and Inventory Liquidation

Stock Track04-02

SMIC's stock fell sharply by 5.30% during the afternoon trading session on Thursday, reflecting broader declines in the chip sector.

The drop comes amid concerns over memory module spot prices, which have been pressured by recent technological developments from Nvidia and Google that could reduce memory requirements for AI systems. Additionally, spot traders have been liquidating inventory to realize profits, particularly for lower-end DDR4 memory modules, further depressing the channel market.

While the spot market for consumer memory has weakened, major financial institutions note that enterprise contract demand for server memory remains robust, indicating that the fundamental supply-demand dynamics may not have undergone a substantive reversal.

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