受行业报告指出芯片供应短缺可能推高存储产品价格的消息提振，内存芯片相关企业的股价在盘前交易中普遍走高。市场分析师指出，全球半导体产业链的紧张态势正从逻辑芯片向存储领域蔓延，供需失衡可能持续至明年一季度。
美光科技、西部数据等龙头企业股价均呈现上涨态势，反映出投资者对行业景气度提升的预期。与此同时，希捷科技、南茂科技等产业链相关公司的股价也同步走强。澳大利亚的4DS MEMORY LTD同样受到行业利好消息带动，股价出现明显异动。
行业报告显示，由于上游晶圆代工产能持续紧张，存储芯片的交货周期已延长至18周以上。部分经销商开始囤积库存，进一步加剧了市场供应压力。机构预测DRAM和NAND Flash价格可能在第四季度出现5%-10%的涨幅。
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