Group 1 - The storage industry is experiencing significant price increases, with SanDisk raising NAND flash contract prices by 50% in November, marking at least the third price hike this year [2] - The demand for AI data centers is surging, coupled with limited wafer supply, leading to a widening supply-demand gap in the storage sector [1][2] - NAND flash market demand is expected to exceed supply capabilities, with projections indicating that data centers will become the largest demand source for NAND flash by 2026 [2][3] Group 2 - The current storage shortage is described as the most severe in 30 years, driven by AI demand and increasing SSD requirements [3] - TrendForce reports that NAND flash spot prices are rising significantly due to the release of high contract prices, while suppliers are holding back inventory in anticipation of further price increases [3][4] - Major DRAM manufacturers, including Samsung, have paused contract pricing, leading to a 25% surge in DDR5 spot prices within a week [4]
涨幅高达50%，闪存龙头最新合约价暴涨
3 6 Ke·2025-11-10 09:55