Core Viewpoint - The company has announced a price adjustment for certain storage card models due to rising costs from a global supply chain tightness in core raw material chips, effective from January 5, 2026 [1] Group 1: Price Adjustments - The price increase affects Ultra2 V90 SD storage cards and CFB 4.0 high-speed storage cards, with price hikes ranging from 120 to 1700 yuan [3] - Specific price adjustments include: - 256G Ultra2 V90 SD card: from 1390 to 1390 (no change) - 512G Ultra2 V90 SD card: from 2590 to 2590 (no change) - 1T Ultra2 V90 SD card: from 4190 to 5680 - 2T Ultra2 V90 SD card: from 8290 to 9990 - 512G CFB 4.0 card: remains at 960 - 1T CFB 4.0 card: from 1680 to 2180 - 2T CFB 4.0 card: from 2180 to 2690 - 4T CFB 4.0 card: from 5160 to 5160 (no change) [3] Group 2: Market Trends - The storage chip sector is experiencing a strong price increase cycle, driven by surging demand for AI servers, a shift in production capacity towards high-end products, and low inventory levels [4] - From 2024, a market recovery is expected, with significant acceleration in the second half of 2025, where DRAM prices are projected to rise over 170% year-on-year, and contract prices for DDR5 are expected to increase significantly [4] - High-end models such as HBM and LPDDR5X are particularly in short supply [4]
最高涨价1700元！影视飓风部分存储卡宣布涨价
Xi Niu Cai Jing·2026-01-04 06:45