[Market Movement Analysis] Jingce Electronics surged on September 18: storage testing + quantity inspection equipment + order growth

1. According to Jiemian News on September 15, Apple has accepted Samsung Electronics' storage chip price quotes for Q1 2027, with DRAM and NAND prices rising by 30% to 40% compared to this year's Q3, reinforcing expectations of storage price increases.
2. Overnight, US-listed storage stocks surged collectively; NVIDIA's CEO expects next year's chip sales to double those of this year, with ongoing AI demand further boosting the storage sector.


1. According to the interim report on August 28, 2026, the company provides comprehensive multi-scenario testing solutions for advanced storage, including aging, wafer probing, and final testing, supporting various mainstream storage devices and securing repeated orders from multiple customers.
2. According to Interaction Easy on September 2, 2026, the company is investing in both front-end metrology and back-end electrical testing equipment for semiconductors, covering core technology fields such as optical measurement and electron beam detection.
3. According to a securities firm research report on September 12, 2026, the company's orders in hand are about 5.589 billion yuan, a year-on-year increase of 54.89%, with semiconductor orders in hand at about 3.609 billion yuan, up 98.00% year-on-year.

(Disclaimer: This content is generated by AI technology based on publicly available information, for reference only. It does not constitute investment advice; please refer to listed company announcements.)