NAND闪存短缺将明显加剧，SSD价格将在当前基础上进一步上涨

Group 1 - The core viewpoint of the article highlights a significant increase in NAND flash memory shortages, leading to further SSD price hikes in the coming 30 days due to rising demand driven by AI and industry capacity adjustments [1] - Kingston's data center SSD business manager, Cameron Crandall, indicated that the global "storage crisis" has intensified over the past few months [1] - SK Hynix has warned that the DRAM supply shortage will persist until 2028, which is a more severe outlook compared to most major investment banks that predict shortages will last until 2027 [1] Group 2 - Major international banks, including UBS, JPMorgan, and Nomura, have forecasted that the DRAM shortage will continue until 2027 [1] - Northeast Securities noted that overseas manufacturers are shifting their mid-range production capacity to high-end products (from DDR4 to DDR5 and traditional DRAM to HBM), creating a significant supply gap in the mid-range market [1] - This shift is expected to drive up prices for related products, providing an opportunity for domestic storage chip manufacturers to rapidly capture market share and experience a dual explosion in mid-to-high-end products [1]