存储产品新一轮涨价潮开启？美光(MU.US)暂停报价

Core Insights - The demand for large-capacity memory is increasing due to the shift of AI from training to inference and edge devices, leading to supply tightness [1][2] - Micron Technology (MU.US) has decided to suspend all product quotations and may increase prices by 20%-30% for various memory products, including DDR4, DDR5, LPDDR4, and LPDDR5, due to significant supply shortages [1] - SanDisk has also announced a 10% price increase across all channels for consumer products, indicating strong demand driven by AI applications and data centers [1][2] Demand Side - AI applications are driving strong storage demand in data centers, client devices, and mobile sectors [2] - The recovery of consumer terminals and rapid growth in AI and data center demand are contributing to price differentiation and dynamic pricing normalization [2] Supply Side - The industry is facing supply constraints as NAND manufacturers shift production to next-generation nodes, resulting in a shortage of low-density chips [2] - Some suppliers are unable to expand production due to financial difficulties, further tightening supply [2] Price Trends - The price increase trend in the storage industry is a natural result of demand recovery and supply-demand rebalancing [2] - Companies are likely to continue regular price evaluations and may make further adjustments in the coming quarters [1][2] Technological Advancements - The industry is experiencing a shift from traditional scale competition to technology-driven competition, with advancements in NAND and DRAM technologies [2] - The emergence of new demands such as tiered storage and trusted storage is being driven by the foundational role of storage in AI infrastructure [2]