Core Viewpoint - SanDisk (SNDK.US) stock surged over 8% to a record high of $260.84 following news of a significant price increase in NAND flash memory contracts by 50% in November, impacting the entire storage supply chain [1] Group 1: Price Increase Impact - SanDisk announced a substantial price hike of 50% for NAND flash memory contracts, which has caused a ripple effect throughout the storage supply chain [1] - Other module manufacturers such as Transcend, Innodisk, and Apacer Technology have decided to halt shipments and reassess their pricing strategies in response to the price increase [1] Group 2: Market Expectations - Transcend has suspended quoting and delivering products since November 7, citing expectations of continued favorable market conditions, implying potential further price increases [1]
美股异动丨闪迪涨超8%创新高 据称11月大幅调涨NAND闪存合约价格引发供应链震动