芯片，重大突发！涨价50%

Core Insights - SanDisk has significantly raised NAND flash contract prices by up to 50%, indicating a tight supply in the storage market driven by surging demand from AI data centers and severe wafer supply constraints [1][2] - This price increase has caused disruptions in the storage supply chain, prompting companies like Transcend, ADATA, and Apacer to halt shipments and reassess pricing strategies [1] - SanDisk's stock surged over 15% on November 7, reaching a historic market cap of $35.1 billion, with a year-to-date increase of over 560% [1][2] Company Developments - SanDisk's recent price hikes mark the third increase this year, following a 10% increase in April and another 10% increase in September [1] - The company reported better-than-expected earnings for Q1 FY2026, further boosting investor confidence and stock performance [1] Industry Trends - The NAND product supply is expected to remain tight until the end of 2026, with data centers projected to become the largest application market for NAND [2] - The storage chip sector in the A-share market has shown strength, with 10 stocks doubling in price this year, including Demingli, which rose nearly 330% [2] - NVIDIA's CEO highlighted strong demand for Blackwell chips and acknowledged the ongoing shortages across various components in the industry [2]