Core Viewpoint - The storage industry is experiencing significant price increases for certain products, particularly DRAM, driven by production halts from major manufacturers rather than a surge in demand [2][5]. Price Increases - Recent reports indicate that prices for various DDR4 products have surged, with increases of up to 100% in some cases, and 50% within a month for others [2][4]. - Specific DDR4 products saw price increases of 3.95%, 15%, and 10% respectively in a week ending May 27 [4]. - The price hikes are attributed to production stoppages by major manufacturers like Micron, Samsung, and SK Hynix, which have led to a supply shortage and subsequent stockpiling by buyers [5][6]. Market Dynamics - The market is reacting to rumors of production halts, with a notable increase in demand for DDR4 and LPDDR4 products as buyers rush to secure inventory before potential shortages [5][6]. - NAND Flash products, particularly MLC NAND Flash, are also experiencing price increases due to similar production cutbacks [6][9]. Overall Market Trends - Despite localized price increases, the overall storage market is expected to grow only by 1% to 2% this year, as terminal demand has not rebounded strongly [9]. - The shift in production focus from older technologies like DDR3 and DDR4 to newer, high-performance products such as DDR5 and HBM is evident, as manufacturers aim to enhance profitability [9][10]. Technological Transition - The industry is moving towards advanced storage technologies, with a focus on HBM and QLC NAND Flash, which are deemed more suitable for AI applications [10][11]. - Companies like Micron and SK Hynix are restructuring their operations to increase HBM production capacity in response to growing market demands [11].
“近一个月涨了50%!” 原厂停产引发备货潮,这些产品猛涨价