行情“好到让人头痛”，存储模组大厂再度发声

Industry Insights - The storage industry is experiencing a significant price increase due to a sudden shortage that began in late August, with expectations that this trend will continue [1] - Major manufacturers have ceased production of DDR4 memory, leading to a sustained supply gap and the highest price increases in the storage sector, particularly for DDR4 and DDR5 products [1] - NAND flash shortages are expected to persist into the first half of next year, driven by strong demand from cloud service providers [1] - HDD shortages are also becoming more severe, with anticipated price increases of 20%-30% for new products announced by Korean manufacturers [1] Company Developments - Micron Technology, Western Digital, and Seagate Technology saw pre-market stock increases of 4.88%, 5.12%, and 4.48% respectively, reflecting positive market sentiment in the storage sector [1] - With major players like Samsung, SK Hynix, and Micron exiting the DDR4 and LPDDR4X markets, there is an optimistic outlook for companies like Zhaoyi Innovation to increase their market share by 2025-2026 [2] - The price of DDR4 and LPDDR4X products is expected to rise significantly, with projections indicating a 40% increase in the first half of 2025 and a potential 75% year-over-year increase by the end of that year [2] - Companies such as Langke Technology and Dawi Co., Ltd. are involved in the production of various storage products, including SSDs and DRAM memory [3]