铠侠针对北美客户提价50%

Group 1 - Kioxia, a major storage giant in Japan, is expected to implement a revised pricing policy for North American customers starting in Q1 2026, with an average sales price anticipated to increase by approximately 50% quarter-on-quarter [1] - Morgan Stanley estimates that Kioxia's adjusted gross margin for Q1 will reach 66% [1] - Analysts suggest that Kioxia's price increase signals positive developments for the entire NAND industry, indicating a significant improvement in the profitability of the storage chip sector [1] Group 2 - Goldman Sachs forecasts that Samsung Electronics' NAND business operating profit margin will significantly rise to 37% in Q1 2026 [1] - SK Hynix is projected to see its operating profit margin jump to 42% in the same period [1]