AI热潮下，存储产业迎来“超级周期”

Core Viewpoint - In November, SanDisk, a leading NAND flash memory manufacturer, announced a significant price increase of 50% for NAND flash contracts, marking its third price hike this year. This increase surpasses market expectations and is part of a broader trend that may signal the beginning of a "super cycle" in the storage industry driven by supply-demand imbalances and shifts in the industry landscape [1] Group 1: Price Increases - SanDisk has raised prices multiple times this year, with a 10% increase in April and another 10% increase in early September, culminating in a 50% increase in November [1] - The December contract prices are expected to continue rising, indicating a sustained upward trend in the market [1] Group 2: Market Dynamics - The current wave of price increases in the storage sector is attributed to a significant imbalance between supply and demand [1] - The ongoing AI revolution is reshaping the market demand landscape for storage, contributing to the heightened demand for NAND flash memory [1]