NAND需求猛 最高涨价六成 预期涨势延续 群联、威刚等受惠

Core Viewpoint - The NAND Flash market is experiencing significant price increases, with various products seeing price hikes of at least 20% and some exceeding 60%, driven by strong demand from AI applications and enterprise SSD orders [1][2]. Group 1: Price Trends - TrendForce reported that the average monthly price increase for NAND products ranges from 20% to over 60%, with all capacity segments experiencing rapid price growth [1]. - The price of 1Tb TLC NAND has surged due to a severe supply shortage driven by growing enterprise SSD demand [1]. - The 512Gb TLC segment saw the highest price increase in November, exceeding 65%, due to supply constraints from older process transitions and stable market demand [1][2]. Group 2: Market Demand and Supply Dynamics - The demand for enterprise-grade high-capacity products is surging, leading to tight supply for QLC NAND, which has also seen significant price increases [2]. - The overall NAND supply remains tight, with manufacturers maintaining a conservative approach to capacity expansion, contributing to sustained high prices and extended delivery times [2]. - Companies like Phison are focusing on high-end NAND development and product differentiation to avoid price competition, while ensuring stable supply through close collaboration with supply chains and customers [2]. Group 3: Industry Outlook - Taiwanese NAND manufacturers are optimistic about future market conditions, with expectations of continued price increases due to strong global demand for AI and high-performance computing [2]. - The chairman of Transcend noted that the current surge in DRAM and NAND chip demand is unprecedented in 36 years, indicating that the NAND price increase is just beginning [3].