Core Viewpoint - SanDisk, a leading storage chip company, has exceeded market expectations with its quarterly performance, driven by strong demand from AI data centers, leading to a significant stock price increase and upward revision of earnings guidance [1] Group 1: Company Performance - SanDisk's stock price rose approximately 15.3% to $239.48 per share on the last trading day, marking an increase of over 565% year-to-date [1] - The company has raised the contract price of its NAND flash memory chips by 50% for November [1] Group 2: Market Impact - The price increase by SanDisk has caused a ripple effect in the storage module supply chain, prompting companies like Transcend, ADATA, and Apacer to suspend shipments and reassess their pricing strategies [1] - Transcend announced a suspension of quotes and shipments starting November 7, indicating an expectation of continued positive market conditions and potential further price increases [1]
闪迪股价年内暴涨超565%存储芯片巨头闪迪产品涨价引发震动