$GIGADEVICE(03986.HK) surged 22% in a single day, $MONTAGE TECH(06809.HK) +19%, with the memory sector leading the gains in China's AI chip chain that day — the upward cycle in memory contract prices continues, coupled with news that Chinese manufacturers are looking to increase purchases of NVIDIA's H200, boosting demand expectations for both memory and memory interface chips.
$ILUVATAR COREX(09903.HK) rose nearly six points, $Cerebras(CBRS.US) gained two to three points. AI training chips followed the rise but were weaker. The main upward momentum remains on the memory side, with computing power chips seeing more of a sentiment spillover.
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