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Shenzhen Mason TechnologiesLtd (SZSE:002654) Is Experiencing Growth In Returns On Capital
Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
Shenzhen Mason Technologies (002654.SZ): Semiconductor Memory products can be applied in storage application scenarios for Consumer, industrial, and enterprise levels.
Gelonghui reported on March 7 that Shenzhen Mason Technologies (002654.SZ) stated on the investor interactive platform that the company's Semiconductor Memory products can be applied in storage application scenarios for Consumer, industrial, and enterprise levels.
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