Western Digital(US:WDC) 智通财经网·2025-10-05 04:02Group 1 - Major chip manufacturers have raised product prices, particularly in the storage chip sector, with significant increases reported in the last month [1] - Samsung Electronics plans to increase DRAM prices by 15% to 30% and NAND flash prices by 5% to 10% for Q4 [1] - Western Digital has announced gradual price increases for all HDD products, while SanDisk has raised NAND product prices by over 10% [1] Group 2 - Morgan Stanley predicts a "super cycle" for the storage chip industry driven by the AI boom, with OpenAI planning to order 900,000 storage chip wafers by 2029 from Samsung and SK Hynix [2] - The demand forecast for high bandwidth memory (HBM) is more than double the current global production capacity, highlighting the scale of the Stargate project [2] - NAND flash is expected to become a mainstream storage choice in the AI era, as Samsung develops HBF, a new storage architecture using NAND instead of DRAM [2] Group 3 - A supply gap of up to 8% for NAND flash is anticipated by 2026, with SSDs expected to dominate large-capacity storage despite current low market share compared to HDDs [3] - NAND flash prices have outpaced DRAM prices, with a 5% increase in the NAND market index compared to a 19.2% increase in the DRAM index in Q3 2025 [3] - TrendForce forecasts a 5-10% increase in NAND flash prices for Q4 2025, with expectations of significant price hikes for data center eSSDs and explosive growth in large-capacity QLC SSDs by 2026 [3]