芯片大厂，宣布涨价50%！近三个月股价累涨468.84%

Core Viewpoint - SanDisk, a leading flash memory manufacturer, has announced a significant price increase of 50% for NAND flash contracts, marking at least the third price hike this year, following increases of 10% in April and September [1][2]. Price Trends - Over the past three months, SanDisk's stock price has surged by 468.84%, reaching $289.48 per share with a market capitalization of approximately $35.1 billion [2]. - The price of common storage products, such as a 16GB DDR4 memory stick, has increased from around 180-190 RMB to 400 RMB, with online prices even higher [2]. - The price of a 1TB SSD has doubled in a month, now priced at 620 RMB, while a 2TB version costs around 1200 RMB [2]. Market Dynamics - The current market is characterized by a "seller's market," with supply chain disruptions leading to a halt in contract pricing for DDR5 DRAM by major manufacturers like Samsung, SK Hynix, and Micron [3]. - The storage industry has experienced previous upcycles in 2016 and 2020, driven by technological advancements and increased demand from consumer electronics [3][4]. - The ongoing price surge is attributed to strong demand driven by AI developments, limited short-term supply capacity, and upgraded supply-side strategies [4][5]. Impact on Stakeholders - The price increase is beneficial for manufacturers like Samsung, Micron, and Hynix, as they are likely to see higher profits amid rising demand [6]. - However, consumers may face higher costs for electronic devices, as manufacturers pass on increased procurement costs, leading to potential reductions in consumer purchasing power [6].