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兆易创新：预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年_我的网站

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一 | 兆易创新：预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年每经AI快讯，8月24日，兆易创新(603986.SH)发布投资者关系活动记录表公告，DRAM产品已历经连续数个季度的价格上涨，截止到今年第二季度末，利基型DRAM的价格仍处于上行的趋势，预计在下半年还会延续上涨的态势，价格会转为温和上行。 WASHINGTON -- The Supreme Court on Monday ordered two internet sellers of gun parts to comply with a Biden administration regulation aimed at ghost guns, firearms that are difficult to trace because they lack serial numbers.The court had intervened once before, by a 5-4 vote in August, to keep the regulation in effect after it had been invalidated by a lower court. No justice dissented publicly from Monday's order, which followed a ruling from a federal judge in Texas that exempted the two companies, Blackhawk Manufacturing Group and Defense Distributed, from having to abide by the regulation of ghost gun kits.Other makers of gun parts also had been seeking similar court orders, the administration told the Supreme Court in a filing.“Absent relief from this Court, therefore, untraceable ghost guns will remain widely available to anyone with a computer and a credit card — no background check required,” Solicitor General Elizabeth Prelogar, the administration's top Supreme Court lawyer, wrote. The regulation changed the definition of a firearm under federal law to include unfinished parts, like the frame of a handgun or the receiver of a long gun, so they can be tracked more easily. Those parts must be licensed and include serial numbers. Manufacturers must also run background checks before a sale — as they do with other commercially made firearms. The requirement applies regardless of how the firearm was made, meaning it includes ghost guns made from individual parts or kits or by 3D printers.The regulation will be in effect while the administration appeals the judge's ruling to the 5th U.S. Circuit Court of Appeals in New Orleans — and potentially the Supreme Court.。展望2027年，DRAM行业增量产能释放相对有限，DRAM供应的紧张局面不会明显的缓解，行业景气周期相对较长，产品价格会是高位震荡态势。SLCNANDFlash产品在2026年上半年量价齐升，目前SLCNAND产品供应短缺情况仍没有出现显著缓解。预计SLCNANDFlash的景气周期会比较长，至少会延续2027年全年。