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 storage industry is experiencing a prolonged upcycle driven by AI demand, technological advancements, and limited supply capacity [3] Group 1: Price Increases - SanDisk's price hikes include a 10% increase in April and another 10% in September, leading to a cumulative stock price increase of 468.84% over three months [1] - The current market for storage products, including DRAM and SSDs, is characterized by significant price volatility and shortages, with DDR4 memory prices reportedly rising from 180-190 yuan to 400 yuan [2] - Samsung has paused contract pricing for DDR5 DRAM, indicating a supply chain disruption that may extend until mid-November [2] Group 2: Market Dynamics - The current upcycle in the storage industry is attributed to the rapid adoption of AI technologies, which is creating a strong demand for storage solutions [3] - Manufacturers like Samsung, Micron, and SK Hynix are expected to benefit from rising prices, while midstream module manufacturers can also profit by managing inventory effectively [4] - The price elasticity of storage products is low for large enterprises, but ordinary consumers may reduce purchases due to rising costs, impacting overall market dynamics [4]
闪迪宣布涨价50%！近三个月股价累涨468.84%，存储后市怎么看？