涨价50%！国际存储巨头大幅上调NAND价格，多家模组厂暂停出货

Group 1 - SanDisk, a leader in flash memory, has significantly raised NAND flash contract prices by 50% in November, prompting companies like Transcend, ADATA, and Apacer to halt shipments and reassess pricing [1] - The chairman of Transcend stated that the current DRAM memory shortage is the most severe in 30 years, indicating a critical supply issue in the market [1] - Minsheng Securities predicts that due to limited allocation of advanced process capacity to high-end server DRAM and HBM by the three major manufacturers, the overall DRAM prices are expected to continue rising in the fourth quarter [1] Group 2 - To overcome the "memory wall" limiting computing power development, CBA and HBF technologies have emerged as core directions for future storage IDM development, with CBA significantly enhancing storage density and optimizing internal interconnect paths [2] - HBF technology, inspired by HBM packaging design, replaces part of the DRAM stack with flash memory, offering 8-16 times the storage capacity and non-volatile storage advantages, alleviating heat management and energy cost pressures in AI data centers [2] - The storage industry is likely to face a continued tight supply-demand situation due to rising AI demand and ongoing price increases, leading manufacturers to increase capital expenditures to meet growing storage needs, benefiting semiconductor equipment [2] Group 3 - According to Changjiang Securities, Zhaoyi Innovation ranks second globally in NOR Flash and has developed self-researched DRAM with multiple product models including DDR3L, DDR4, and LPDDR4, while planning LPDDR5 small-capacity product development [3] - Baiwei Storage's Mini SSD has been recognized as the only storage product on TIME's list of the year's best inventions, thanks to technological breakthroughs and forward-looking design [3]