Group 1 - The core viewpoint of the article indicates that the storage industry has fully transitioned into a seller's market, driven by real demand from AI and limited cleanroom space [2] - SK Hynix revealed that current DRAM and NAND inventory is only about 4 weeks, with no customers able to fully meet their demand [2] - The extreme shortage of standard DRAM is significantly enhancing suppliers' bargaining power, leading to long-term contract negotiations within the supply chain to secure future supply [2] Group 2 - The demand surge from AI, combined with supply bottlenecks, has resulted in storage chips entering a comprehensive "seller's market," with SK Hynix stating that all customers' demands will not be fully satisfied this year [2] - Price increases in the storage market have become a certainty due to these dynamics [2]
存储巨头：所有客户需求都无法完全满足
Di Yi Cai Jing Zi Xun·2026-02-21 12:39