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Core Viewpoint - The storage chip sector is experiencing a significant surge in stock prices, driven by anticipated price increases in the market, with major companies announcing substantial price hikes for their products [1][4]. Group 1: Market Performance - On September 30, the A-share storage chip sector saw a strong rally, with stocks like Jiangbolong rising over 18% and several others hitting the daily limit [1]. - Overseas storage chip stocks also experienced notable gains, with SanDisk up nearly 17% and Micron rising over 4% [1]. - The overall storage chip sector in A-shares recorded a near 4% increase, with multiple stocks reaching their daily limit [2]. Group 2: Price Increases - SanDisk announced a price increase of over 10% for all its products, while Micron informed channel partners of a 20%-30% price hike for its storage products [4]. - TrendForce forecasts that DRAM prices will see a quarter-on-quarter increase of 10%-15% and 8%-13% in Q3 and Q4 of 2025, respectively, with NAND Flash prices expected to rise by 3%-8% and 5%-10% in the same periods [4]. Group 3: Industry Trends - The demand for enterprise-level SSDs is increasing due to the explosion of AI infrastructure, leading to a shift from traditional HDDs to high-performance SSDs [5]. - The DRAM market is also experiencing widespread price increases, driven by prioritization of advanced process capacity for high-end server DRAM and HBM [5].