现货市场报价混乱，本周存储价格持续上涨 | 闪德周评

Group 1: Market Overview - The storage market continues to experience a supply-demand imbalance, leading to price increases across various products [1][2] - The significant rise in storage prices is impacting the entire supply chain of consumer electronics, including smartphones, computers, electric vehicles, and servers [1] - Market transaction volumes are declining due to widespread price hikes and supply constraints, resulting in a sluggish overall order situation [1] Group 2: Product-Specific Insights - DRAM prices are experiencing substantial increases, with spot prices showing significant volatility and active transactions [1][6] - SSD prices are also on the rise, with lead times extending and a phenomenon of "price without market" emerging due to high prices [3][6] - Flash Wafer market prices have doubled, with a notable 38% increase in 64G TLC prices, driven by strong demand and limited supply [8][9] Group 3: Market Dynamics - The current storage market is expected to maintain an upward trend in the short term, with supply-demand conflicts unlikely to ease [2][8] - OEM pricing for DRAM and SSD products has shown increases ranging from 1% to 6% across various capacities [4][5][7] - The USB market is also seeing price increases, but demand remains weak, leading to reduced transaction volumes [10]