Shanghai, Jan 26, 2026, 09:55 (GMT+8) — Regular session
- Ingenic Semiconductor shares climbed 1.8% to 130.82 yuan during early trading in Shenzhen
- Sharp NAND flash price hikes reported at Samsung pushed memory-linked stocks back into focus
- Investors are eyeing the company’s annual report on March 28 for signs on margins and demand
Ingenic Semiconductor Co., Ltd’s Class A shares (300223.SZ) climbed 1.8% to 130.82 yuan Monday morning, up from a prior close of 128.55. The stock has fluctuated between 129.17 and 130.98 yuan in early trading. Market capitalization stands near 62 billion yuan, per Investing.com data. (Investing)
This move is significant because memory pricing has returned to the spotlight and rarely stays isolated. When memory chips become more expensive, chip designers might enjoy higher selling prices, but device makers could pull back on orders if costs rise too much.
On Sunday, Sina Finance reported that Samsung Electronics plans to boost NAND flash prices by over 100% in the first quarter. This move follows earlier reports of nearly a 70% jump in DRAM prices. The report also noted that Samsung has begun discussions on NAND pricing for the second quarter. (Sina Finance)
Ingenic Semiconductor finds itself caught on both ends of the cycle. It offers computing chips alongside storage chips like SRAM, DRAM, and flash memory. Its products serve a broad range of markets, from automotive and industrial sectors to consumer electronics, according to a Reuters company profile. (Reuters)
No new company filings emerged Monday; the most recent updates on the Sina Finance bulletin page were from Jan. 14 and Jan. 12. Traders focused on the wider memory-price developments instead. (Sina Finance)
The key issue remains whether surging memory prices will boost profits or stifle demand. Intel CFO David Zinsner flagged last week that “rising (memory) pricing” is under close scrutiny and might limit revenue growth in its PC client segment, according to Reuters. (Reuters)
Research firm TrendForce highlighted the downside risk on Jan. 23, warning that rising memory costs might push brands to raise device prices and cut back on lower-end models. They also projected that global smartphone production in 2026 could drop roughly 15% if the worst-case scenario unfolds. (TrendForce)
That risk runs both ways for Ingenic. While a tight market can keep chip prices firm, any sudden drop in demand for phones, PCs, or other consumer devices can rapidly hit orders. This sector is known for its sharp over-corrections.
Investors are currently focused on the next pricing cues from major suppliers—Samsung, SK Hynix, and Micron lead the way—and on whether device makers start pushing back or postponing their builds.
Ingenic’s next key milestone is March 28, the date set for its 2025 annual report release, per Eastmoney’s corporate calendar. Investors will focus on margin shifts and any updates on product mix and customer demand. (Eastmoney)
