三星存储价格上涨，行业景气度持续向好

Group 1 - Micron has notified its channels of a price increase of 20%-30% for storage products, while Samsung has informed major clients of a projected price increase of 15%-30% for DRAM products in Q4 [1] - North American internet giants have reported higher-than-expected revenue and profits this year, driven by the expanding scale of AI usage and rapid penetration of AI applications [1] - Research institutions believe that the price increases by SanDisk, Micron, and Samsung indicate an unexpected rise in the storage market, with previous concerns about price pressure in Q1 2026 now shifting to expectations of continued price increases [1] Group 2 - Data center demand remains strong, with high utilization rates for high-end products like DDR5 and HBM, while new capacity additions are limited [1] - Major semiconductor storage companies, such as Daway and Langke Technology, provide a range of high-performance storage products, including NAND and DRAM [1]