Zheng Quan Shi Bao Wang·2025-09-22 01:23Group 1 - The core viewpoint of the article indicates that major overseas storage manufacturers have adjusted their pricing strategies in September, with SanDisk increasing prices of flash memory products by over 10%, Micron temporarily halting quotes, and Samsung raising prices for both DRAM and NAND [1] - NAND has maintained relatively low capacity utilization rates over the past three quarters, and its price increase has been lower than that of DRAM. Additionally, the recent unexpected surge in HDD demand has led to shortages, suggesting that NAND prices may exceed expectations due to strong demand for enterprise SSDs [1] - The report emphasizes the importance of monitoring the demand for enterprise SSDs and recommends focusing on companies that are rapidly advancing in enterprise storage and are likely to benefit from price increases [1]