AI chips hit a new all-time high; memory chips may take the baton—5 memory chip companies could benefit

Recently, NVIDIA—the world’s most valuable company—has repeatedly hit new all-time highs, and Wall Street investment banks are uniformly raising their price targets for NVIDIA. The reason is that demand for AI compute chips remains insatiable amid the AI wave, coupled with revenue opportunities from the Chinese market. Mizuho has raised NVIDIA’s target price from $192 to $205; Morgan Stanley has raised NVIDIA’s target price from $200 to $206, while noting that mega-cap tech stocks—including NVIDIA—are currently underweight. Driven by NVIDIA’s strong performance, the stock of China’s leading AI compute chip company has surged sharply on the A-share market, hitting new all-time highs for four consecutive trading days as of August 21. Compute chips process data; memory chips store results. Memory chips are critical supporting components for AI chips—interdependent and mutually reinforcing—and directly impact AI chip execution efficiency. With compute chips sustaining robust momentum, memory chips may now stand to benefit. The following six companies are deeply integrated with the compute chip ecosystem—recommended for bookmarking and sharing: No. 6: D-Memory (Demingli): The company focuses on innovative R&D of memory controller chips and solutions. It holds a strong market position, especially in NAND flash controller chips and memory modules. Through its joint venture Huakun Kaida, it has entered the server storage sector and become a key supplier to Huawei’s Ascend AI servers; its self-developed controller-based SSD products are compatible with Huawei’s Kunpeng processor platform. No. 5: Jiangbolong: One of the few domestic integrated semiconductor brands capable of supplying both RDIMM server memory and enterprise SSDs. Its memory products serve data centers and cloud computing applications. In 2024, the company secured multiple server storage orders from well-known enterprises. No. 4: Biwin Storage: Among the few domestic firms mastering end-to-end R&D, design, and packaging & testing of both NAND Flash and DRAM memory devices.

International financial news, April 11, 2026

18. Japan’s wholesale inflation surges; the central bank pledges vigilance against stagflation risks. 19. Japanese Finance Minister Takayuki Katayama stated that the ministry will closely monitor interest rate developments and manage fiscal policy while assessing various external conditions affecting Japan’s economy. 20. Peru’s central bank holds its reference interest rate steady at 4.25%. 21. Poland’s interest rates are expected to remain unchanged, with Middle East tensions taking center stage. 22. The IMF warns that the Iran conflict is weighing on the global economy and will downgrade its global growth forecast. 23. The Asian Development Bank notes that Asia-Pacific economies face growth slowdown and rising inflation due to the Middle East crisis. 24. South Korea’s central bank holds rates steady, citing coexisting inflation risks and growth threats—but affirms underlying economic resilience. 25. Kenya’s central bank governor states that existing foreign exchange reserves are sufficient to absorb any volatility in the Kenyan shilling’s exchange rate. 26. Turkey’s finance minister warns that if the Iran ceasefire agreement collapses, the world faces heightened risks of stagflation and economic recession. 27. The World Bank, International Monetary Fund, and UN World Food Programme jointly declare that the Middle East conflict is severely disrupting global energy markets. 28. IMF Managing Director Kristalina Georgieva states that the Middle East situation is impacting the global economy through energy disruptions, soaring prices, and supply chain dislocations. 29. Intercontinental Exchange (ICE) announces increased margin requirements for Brent crude oil and European diesel futures contracts. 30. The New Development Bank of the BRICS countries successfully issues RMB 7 billion ($970 million) panda bonds in China’s interbank bond market. 31. Global smartphone shipments rose 15% year-on-year in March, with premium models gaining market share. 32. Russia’s annual inflation rate rose 4.7% in March, driven primarily by food price increases. 33. Micron Technology fell 0.22%, with trading volume reaching $15.171 billion; Mizuho raised its price target for Micron from $530 to $545. 34. Tesla rose 0.98%, with trading volume totaling $17.431 billion; its domestic new vehicle sales in March exceeded 56,000 units, up 47% month-on-month. 35. Tesla’s Shanghai Gigafactory delivered over 85,600 electric vehicles in March, up 8.7% year-on-year. 36. Bank of America analyst Vivek Arya raised his 2026 global semiconductor industry revenue forecast to $1.3 trillion. 37. Europe’s three major indices closed mixed: Germany’s DAX fell 0.01% to 23,803.95; France’s CAC 40 rose 0.17% to 8,259.6; the UK’s FTSE 100 fell 0.03% to 10,600.53. 38. Japan’s Nikkei 225 rose 0.66% to 56,264.05; South Korea’s KOSPI rose 1.78% to 5,880.78. 39. International precious metals traded sideways: spot gold fell 0.38% to $4,748.05 per ounce; spot silver rose 0.7% to $75.87 per ounce. 40. Saudi Aramco announced a $1.5-per-barrel cut in its official selling price (OSP) for April crude oil deliveries, responding to shifts in global supply dynamics. 41. Global biotech industry fundraising totaled $8.5 billion in March, with gene editing and cell therapy attracting the strongest investor interest. 42. The yield on 2-year U.S. Treasury notes fell 1.88 basis points to 3.769%; the 10-year yield fell 1.97 basis points to 4.275%.

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