芯片大厂，宣布涨价50%！近三个月股价累涨468.84%，华强北：每天都在涨，一天一个价

Core Viewpoint - SanDisk has significantly raised its NAND flash contract prices by up to 50% in November, marking at least the third price increase this year, following a 10% increase in April and another 10% increase in September, which has prompted other storage leaders like Micron to follow suit [1][2]. Group 1: Price Increases and Market Dynamics - SanDisk's price hikes are driven by optimistic demand forecasts, with customers sharing their 2027 demand expectations, indicating a shift from quarterly to multi-season long-term contracts [2]. - The NAND flash market is expected to see data centers become the largest demand source, surpassing mobile devices for the first time in 2026, which will significantly impact the market [2]. - The overall storage market is experiencing a surge in prices across various products, including DRAM, NAND flash, SSDs, and mechanical hard drives, with reports of significant price increases in the Shenzhen market [5][6]. Group 2: Market Sentiment and Supply Chain Issues - Retailers express a "fear of heights" mentality due to rapid price increases, with many opting for daily purchases rather than stockpiling inventory [6]. - Major manufacturers like Samsung have paused contract quotes for DDR5 DRAM, leading to a supply chain "shortage," with expectations for price recovery to be delayed [6]. - The current storage market is characterized as a "seller's market," with previous cycles driven by technological advancements and consumer demand [7]. Group 3: Implications for Different Market Players - The price increases are beneficial for storage chip manufacturers like Samsung, Micron, and SK Hynix, as they stand to gain higher profits amid strong demand [8]. - However, the rising costs are likely to pressure end consumers, who may delay purchases or opt for lower configurations due to the price elasticity of storage products [8].