智通财经网·2026-02-02 15:09Group 1 - The storage sector has strengthened, with SanDisk (SNDK.US) rising over 7%, Seagate Technology (STX.US) up over 5%, Western Digital (WDC.US) increasing over 4%, and Micron Technology (MU.US) gaining over 2% [1] - According to TrendForce's latest survey, the demand for AI and data centers is expected to exacerbate the global imbalance in memory supply and demand in Q1 2026, leading to increased pricing power for manufacturers [1] - TrendForce has revised its Q1 price growth forecasts for DRAM and NAND Flash products, with Conventional DRAM contract prices expected to rise by 90-95% (up from the previously estimated 55-60%) and NAND Flash contract prices projected to increase by 55-60% (up from 33-38%) [1] Group 2 - The report indicates that due to better-than-expected PC shipments in Q4 2025, there is still a general shortage of PC DRAM, even among tier-1 PC OEMs with confirmed supply from manufacturers [1] - In the context of a seller's market driving contract price negotiations, PC DRAM prices are expected to increase by over 100% in Q1 2026, reaching a historical high [1]