[Core Information] DDR5 Spot Prices Surged 30% In A Week, And NAND Flash Memory Also Rose Significantly

1. Storage spot prices skyrocketed: DDR5 surged 30% in a week, and NAND surged simultaneously

• DDR5 spot prices soar 30% in a week, the market has seen crazy stockpiling and grabbing orders as soon as they come in. This is mainly caused by original manufacturers and module manufacturers such as Samsung, SK Hynix, and Kingston tightening supply and restricting shipments.
• DDR4 1G×8 3200MT/sSpot prices rose month-on-month11.61%, to$10.629。
• 512Gb TLC NANDSpot price rises14.21%, to$5.514。
• The original manufacturers are reluctant to sell due to limited quantities, and the channels are bullish and the market is blocked. The supply of spot goods is almost out of supply, and there is still room for prices to rise.

2. Wenye’s Q3 performance increased significantly, and demand for AI continues to be strong

• Q3 Consolidated RevenueNT$328.9 billion, a quarterly increase of 27% and an annual increase of 26%
• operating profitNT$5.66 billion, a quarterly increase of 21% and an annual increase of 36%
• net profit after taxNT$3.82 billion, with quarterly and annual growth averaging about 35%
• Outlook: Investment in AI infrastructure continues to be strong, and demand for AI semiconductors will remain high in 2026; the industrial and automotive markets will gradually recover steadily.

3. ON Semiconductor’s Q3 financial report exceeded expectations, and its AI business grew positively

• Q3 revenueUS$1.5509 billion, gross profit margin 37.9%, operating profit margin 17.0%
• net profit$255 million, free cash flow$372.4 million, +22% year-on-year
• Demand in the automotive, industrial, and AI fields is stable, and the company continues to expand high-energy-efficiency power and simulation solutions.

4. UMC’s Q3 revenue was stable, and its capacity utilization rate rebounded to 78%

• Q3 revenueNT$59.13 billion, year-on-year - 2.2%, month-on-month + 0.6%
• Gross profit margin is 29.8%, operating profit rate is 18.8%
• capacity utilization78%, month-on-month + 2pct, year-on-year + 7pct
• 22nm logic and special processes will be the main growth drivers in the future, and Q4 shipments are expected to be the same as Q3.

5. SIA: Q3 global semiconductor sales surged 15.8% month-on-month

• Q3 Global Sales$208.4 billion, month-on-month +15.8%
• September sales$69.5 billion, year-on-year + 25.1%, month-on-month + 7.0%
• Growth was driven by storage and logic chips. The Americas, Asia Pacific, and China all experienced significant year-on-year growth, with only Japan declining.

6. GigaDevice launches GD32F503/505 series of high-performance MCUs

• carryArm Cortex-M33Core, clocked at up to280MHz
• For scenarios such as digital power supply, industrial automation, motor control, BMS, humanoid robots, etc.
• Applications for samples and development boards have been opened.Mass production and supply starting from December。