芯片大厂，宣布涨价50%！华强北：每天都在涨，一天一个价

Core Insights - SanDisk has announced a significant price increase of up to 50% for NAND flash contracts in November, marking at least the third price hike this year [1] - The demand for NAND flash products is expected to exceed supply capabilities, with data centers projected to become the largest demand source by 2026 [1] - The stock price of SanDisk has surged by 468.84% over the past three months, reaching $289.48 per share with a market capitalization of approximately $35.1 billion [1] Price Trends - The storage market is experiencing widespread price increases across various products, including DRAM, NAND flash, SSDs, and mechanical hard drives, driven by supply shortages [3][4] - Prices for common products like 16GB DDR4 memory have nearly doubled, with current prices around 400 yuan compared to 180-190 yuan previously [3] - SSD prices have also seen significant increases, with a 1TB Samsung SSD now priced at 620 yuan, up from previous levels [3] Market Sentiment - Retailers are exhibiting a "fear of heights" mentality, hesitant to stockpile inventory due to the rapid price increases [4] - Major manufacturers like Samsung have paused contract pricing for DDR5 DRAM, leading to a supply chain disruption and a shift towards a seller's market [4] Demand Drivers - The current upcycle in the storage industry is primarily driven by AI demand, accelerated storage technology iterations, and supply-side capacity control strategies [5] - Previous upcycles were driven by technological advancements and increased demand from consumer electronics, but the current cycle is more robust due to AI [5] Impact on Stakeholders - The price increases are beneficial for manufacturers like Samsung, Micron, and SK Hynix, as they are likely to see higher profits amid rising demand [6] - However, end consumers may face higher prices for devices like smartphones and computers, as manufacturers pass on increased costs [6]