存储上下游紧急应对“超级周期” 业内普遍预计涨价行情会延续到明年上半年

Core Insights - The storage industry is experiencing an intensified "super cycle" driven by demand for artificial intelligence [1] - There is increasing cost pressure on both upstream chip manufacturers and terminal vendors, leading to some institutions lowering their shipment forecasts for next year [1] - The supply chain in the storage industry is urgently preparing inventory and adjusting configurations, with a significant push to utilize and adapt domestic storage chips to ensure supply [1] - The industry widely anticipates that the price increase trend will continue into the first half of next year [1]