江波龙：预计AI应用将支撑第四季整体NAND Flash价格持续上涨

Core Viewpoint - The demand for high-performance TLC eSSD and QLC eSSD will continue to rise due to AI applications, while HDD supply remains constrained, leading to an expected increase in overall NAND Flash prices in Q4 [1] Group 1 - AI applications are driving the demand for high-performance TLC eSSD and QLC eSSD [1] - HDD supply is still short, which is expected to support the increase in NAND Flash prices in Q4 [1] - Major manufacturers are maintaining a cautious capacity expansion strategy due to past cycles [1] Group 2 - If capital expenditures increase in the future, the contribution to bit output growth by 2026 will be limited due to the lag in capacity construction cycles [1]