美股异动丨存储概念股盘前集体上涨，SanDisk涨超6%，美光科技涨超4%

Core Insights - Samsung has paused its contract pricing for DDR5 DRAM, prompting SK Hynix and Micron to follow suit, which may lead to supply chain disruptions [1] - The expected recovery of contract pricing is now delayed until mid-November, despite market consensus anticipating an increase in fourth-quarter contract prices [1] - Samsung's refusal to provide contract quotes has resulted in a significant surge in DDR5 spot prices, which have increased by 25% within a week [1] Group 1 - Samsung Electronics has taken the lead by halting the contract pricing for October DDR5 DRAM [1] - Other major storage manufacturers, including SK Hynix and Micron, are expected to follow Samsung's lead [1] - The delay in contract pricing is anticipated to disrupt the supply chain, with a potential recovery timeline pushed to mid-November [1] Group 2 - Market consensus had previously expected fourth-quarter contract prices to be finalized by the end of October [1] - Samsung's communication to downstream customers indicated a lack of available inventory, contributing to the price surge [1] - The spot price increase of 25% for DDR5 reflects the immediate market reaction to the supply constraints [1]