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On Aug 27 at UBS Securities' A-share seminar China semiconductor session, UBS China head of technology research Yu Jia said DRAM supply tightness will persist at least through Q2 2028 and NAND will remain relatively tight until at least Q4 next year.

2026-08-27

On Aug 27 at UBS Securities' A-share seminar China semiconductor session, UBS China head of technology research Yu Jia said DRAM supply tightness will persist at least through Q2 2028 and NAND will remain relatively tight until at least Q4 next year. He expects DRAM prices to rise 40%+ YoY next year and NAND prices to increase over 30%.

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2026-08-27

China A-share fiber-optic sector was active in early trade; Falsheng hit a second straight daily limit, while Hangdian, Yangtze Optical Fiber & Cable, Hengtong Optic‑Electric and Guangdian Co. also advanced.

China A-share fiber-optic sector was active in early trade; Falsheng hit a second straight daily limit, while Hangdian, Yangtze Optical Fiber & Cable, Hengtong Optic‑Electric and Guangdian Co. also advanced.
2026-08-27

A-share market opened: Shanghai Composite down 0.02%, Shenzhen Composite Index up 0.26%, ChiNext Index up 0.67%.

A-share market opened: Shanghai Composite down 0.02%, Shenzhen Composite Index up 0.26%, ChiNext Index up 0.67%.
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