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市場預期第3季NOR快閃記憶體價格將調漲，漲幅超過1成，供應商華邦電（2344）、旺宏（2337）營運可望受惠，帶動今股價齊上漲。
儘管上半年記憶體價格漲勢不小，但相對DRAM，第3季是蘋果iPhone的拉貨旺季，也是各智慧型手機將NOR快閃記憶體搭載OLED面板的熱門元件，加上PC應用、無線藍牙耳機等需求增加，推升NOR快閃記憶體近期下單量激增。

就供給而言，南韓、中國供應商紛將產能轉移獲利較高的晶圓代工，致使NOR快閃記憶體減少產出，市場預期，旺季到來，需求增加，供給減少，第3季NOR快閃記憶體價格將調漲，漲幅將超過1成，目前看來，補漲幅度會比DRAM來得大。
美系外資最新報告也看好NOR Flash後市走強，預估旺宏今年第2季營收可望年增2成，成長動能將持續到明年，產品組合有利營收與獲利，將旺宏投資評等由「中立」調高為「加碼」，目標價由41元調高到55元。

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The market expects that the price of NOR flash memory in the third quarter will increase by more than 10%. Suppliers Winbond (2344) and Macronix (2337) are expected to benefit from their operations, driving the stock price to rise today.

Although the price of memory in the first half of the year has risen not small, compared with DRAM, the third quarter is the peak season for Apple iPhones. It is also a popular component for smart phones to use NOR flash memory with OLED panels, plus PC applications and wireless Increased demand for Bluetooth headsets has pushed up the recent surge in orders for NOR flash memory.

In terms of supply, South Korean and Chinese suppliers have shifted production capacity to foundries with higher profits, resulting in a reduction in NOR flash memory output. Market expectations are that the peak season will come, demand will increase, and supply will decrease. NOR in the third quarter The price of flash memory will increase by more than 10%. At present, it seems that the supplementary increase will be greater than that of DRAM.

The latest US foreign investment report is also optimistic about the market outlook for NOR Flash. It is estimated that Macronix’s revenue in the second quarter of this year is expected to increase by 20% annually. The growth momentum will continue until next year. The product portfolio is favorable for revenue and profit, and Macronix will invest The rating was raised from "neutral" to "overweight", and the target price was raised from 41 yuan to 55 yuan.

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