Core Viewpoint - Jiangbolong expects a price increase of 5%-10% for eSSD in the third quarter due to production cuts by major storage wafer manufacturers and a recovery in market demand [1] Group 1: Market Trends - Major storage wafer manufacturers have announced new rounds of production cuts, leading to an increase in market prices and expectations for storage products starting from the second half of the first quarter of 2025 [1] - The inventory digestion process among downstream customers has largely concluded, resulting in a substantial increase in downstream demand [1] - The semiconductor storage market has begun to gradually recover since the end of March 2025, according to independent third-party market information [1] Group 2: Price Forecast - The eSSD prices are projected to rise by 5%-10% in the third quarter, influenced by the inventory demand from server OEM customers and pricing strategies from storage wafer manufacturers [1]
江波龙：预计eSSD价格三季度将出现5%—10%上涨